Filed May 19, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO6+ years Filed as: FID INV INTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$13,763 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,223 | $87,733+162.4% | $106,548+116.1% | $85,850+168.2% |
| Participation rate | 85.1% | 71.9%+13.2pp | 76.1%+9.0pp | 69.3%+15.8pp |
| Annual return | 12.85% | 21.86%-9.0pp | 26.80%-14.0pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,331 | $2,073+60.7% | $2,819+18.2% | $2,565+29.9% |
| Participant deferral / active EE | $8,621 | $3,469+148.5% | $4,398+96.0% | $3,952+118.2% |
| Admin fee / account holder | -$91 | $6,767-101.3% | $7,407-101.2% | $6,260-101.4% |