Filed August 11, 1992
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 CO7 years Filed as: FID INV INST OPS Service code 15 · EIN 04-2647786 | Recordkeeping | $31,462 |
FID INV INST OPS CO7 years Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,020 | $188,991+33.3% | $103,476+143.6% | $199,593+26.3% |
| Participation rate | 98.6% | 93.2%+5.4pp | 80.5%+18.1pp | 72.0%+26.6pp |
| Annual return | 15.61% | 15.75%-0.1pp | 23.90%-8.3pp | 34.25%-18.6pp |
| Employer contribution / active EE | $6,372 | $6,583-3.2% | $4,672+36.4% | $3,034+110.0% |
| Participant deferral / active EE | $11,775 | $10,334+13.9% | $6,623+77.8% | $5,087+131.5% |
| Admin fee / account holder | $21 | $114-81.4% | $9,413-99.8% | $269-92.1% |