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 CO4+ years Filed as: FID. INV. INSTIT. OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $37,413 |
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 | $128,168 | $60,795+110.8% | $69,455+84.5% | $65,185+96.6% |
| Participation rate | 75.8% | 74.9%+1.0pp | 74.6%+1.2pp | 70.2%+5.6pp |
| Annual return | 5.80% | 17.46%-11.7pp | 28.97%-23.2pp | 29.38%-23.6pp |
| Employer contribution / active EE | $6,323 | $2,452+157.9% | $2,779+127.5% | $2,177+190.5% |
| Participant deferral / active EE | $3,446 | $3,162+9.0% | $3,535-2.5% | $3,514-1.9% |
| Admin fee / account holder | $249 | $314-20.7% | $3,839-93.5% | $847-70.6% |