Filed April 25, 2013
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 CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $77,555 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,169 | $88,122+23.9% | $141,162-22.7% | $67,579+61.5% |
| Participation rate | 99.5% | 76.5%+23.0pp | 82.5%+17.0pp | 71.3%+28.2pp |
| Annual return | 24.65% | 75.40%-50.7pp | 71.39%-46.7pp | 378.56%-353.9pp |
| Employer contribution / active EE | $6,525 | $3,224+102.4% | $4,735+37.8% | $2,148+203.8% |
| Participant deferral / active EE | $8,597 | $5,958+44.3% | $6,709+28.1% | $3,539+142.9% |
| Admin fee / account holder | $116 | $131-11.4% | $10,261-98.9% | $142-18.5% |