Filed December 2, 2011 (most recent of 4 filings on file)
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 CO10+ years Service code 15 · EIN 04-2644778 | Recordkeeping | $142,745 |
Employer contribution per participant 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 | $52,228 | $73,283-28.7% | $155,567-66.4% | $106,408-50.9% |
| Participation rate | 92.4% | 73.3%+19.1pp | 78.2%+14.2pp | 69.9%+22.5pp |
| Annual return | 14.99% | 15.76%-0.8pp | 64.74%-49.7pp | 17.37%-2.4pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,674-100.0% | $3,361-100.0% |
| Participant deferral / active EE | $5,673 | $4,567+24.2% | $5,628+0.8% | $5,567+1.9% |
| Admin fee / account holder | $8 | $56-86.2% | $15,916-100.0% | $79-90.3% |