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 CO3+ years Filed as: FID. INV. INSTIT. OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,289 |
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 | $129,174 | $55,002+134.9% | $59,878+115.7% | $56,287+129.5% |
| Participation rate | 75.5% | 75.9%-0.5pp | 74.7%+0.8pp | 69.9%+5.6pp |
| Annual return | 10.61% | 1.13%+9.5pp | 3.46%+7.2pp | -9.96%+20.6pp |
| Employer contribution / active EE | $6,404 | $2,448+161.6% | $2,722+135.3% | $2,111+203.3% |
| Participant deferral / active EE | $3,868 | $3,121+23.9% | $3,402+13.7% | $3,350+15.5% |
| Admin fee / account holder | $241 | $236+2.0% | $3,590-93.3% | $521-53.8% |