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 CO5+ years Filed as: FID. INV. INSTIT. OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $40,761 |
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 | $129,860 | $65,322+98.8% | $70,449+84.3% | $73,488+76.7% |
| Participation rate | 75.7% | 77.0%-1.2pp | 75.1%+0.7pp | 70.7%+5.1pp |
| Annual return | 8.59% | 15.71%-7.1pp | 109.03%-100.4pp | 28.51%-19.9pp |
| Employer contribution / active EE | $6,783 | $2,460+175.8% | $2,737+147.9% | $2,270+198.8% |
| Participant deferral / active EE | $3,329 | $3,375-1.4% | $3,709-10.2% | $3,740-11.0% |
| Admin fee / account holder | $251 | $214+17.3% | $3,845-93.5% | $513-51.1% |