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 CO9+ years Service code 15 · EIN 04-2644778 | Recordkeeping | $158,817 |
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 | $48,392 | $68,330-29.2% | $149,673-67.7% | $96,393-49.8% |
| Participation rate | 91.4% | 74.6%+16.8pp | 78.8%+12.6pp | 71.3%+20.1pp |
| Annual return | 19.38% | 29.64%-10.3pp | 134.42%-115.0pp | 22.88%-3.5pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,818-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $5,342 | $4,422+20.8% | $5,680-5.9% | $5,455-2.1% |
| Admin fee / account holder | $9 | $52-82.9% | $13,210-99.9% | $74-88.0% |