Filed October 3, 1997
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 CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $46,680 |
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 | $25,980 | $45,382-42.8% | $154,107-83.1% | $75,289-65.5% |
| Participation rate | 86.0% | 65.9%+20.1pp | 83.0%+3.0pp | 72.4%+13.6pp |
| Annual return | -5.74% | -0.47%-5.3pp | 735.12%-740.9pp | -0.04%-5.7pp |
| Employer contribution / active EE | $3,373 | $1,533+120.1% | $5,298-36.3% | $2,405+40.3% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $31 | $89-65.5% | $13,411-99.8% | $102-69.8% |