Filed July 1, 2012
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 CO2+ years Filed as: FID. INV. INSTIT. OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $29,437 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,537 | $45,035+178.8% | $62,995+99.3% | $70,131+79.0% |
| Participation rate | 77.3% | 69.5%+7.8pp | 74.8%+2.5pp | 69.5%+7.8pp |
| Annual return | 7.76% | 18.76%-11.0pp | 87.57%-79.8pp | 73.14%-65.4pp |
| Employer contribution / active EE | $6,488 | $2,051+216.3% | $2,759+135.2% | $2,342+177.0% |
| Participant deferral / active EE | $3,751 | $2,465+52.2% | $3,329+12.7% | $3,332+12.6% |
| Admin fee / account holder | $238 | $2,834-91.6% | $3,600-93.4% | $4,645-94.9% |