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 CO4 years Service code 37 · EIN 04-2647786 | Loan Processing | $108,878 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,879 | $104,317+46.6% | $159,436-4.1% | $86,799+76.1% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.8%+16.8pp | 72.3%+27.4pp |
| Annual return | -24.32% | 26.32%-50.6pp | 263.57%-287.9pp | 97.91%-122.2pp |
| Employer contribution / active EE | $6,323 | $3,451+83.2% | $4,829+30.9% | $2,405+162.9% |
| Participant deferral / active EE | $9,072 | $6,837+32.7% | $7,352+23.4% | $4,131+119.6% |
| Admin fee / account holder | $228 | $172+32.6% | $10,799-97.9% | $170+34.7% |