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 CO8+ years Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO7+ years Filed as: FID INV INTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,247 | $73,004+175.7% | $90,749+121.8% | $68,494+193.8% |
| Participation rate | 87.0% | 70.8%+16.1pp | 75.7%+11.3pp | 67.9%+19.1pp |
| Annual return | -19.06% | -13.81%-5.3pp | -12.16%-6.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,925 | $2,193+79.0% | $2,921+34.4% | $2,596+51.2% |
| Participant deferral / active EE | $9,441 | $3,627+160.3% | $4,564+106.9% | $4,027+134.4% |
| Admin fee / account holder | $22 | $5,896-99.6% | $8,445-99.7% | $5,403-99.6% |