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 CO7+ years Filed as: FID. INV. INSTIT. OPERATIONS CO. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $55,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,347 | $60,989+117.0% | $60,874+117.4% | $66,914+97.8% |
| Participation rate | 77.7% | 74.5%+3.2pp | 73.1%+4.6pp | 69.8%+7.9pp |
| Annual return | -14.31% | -9.60%-4.7pp | 16.90%-31.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $7,253 | $2,661+172.6% | $2,701+168.5% | $2,544+185.1% |
| Participant deferral / active EE | $3,735 | $3,615+3.3% | $3,817-2.1% | $4,237-11.8% |
| Admin fee / account holder | $319 | $338-5.8% | $3,224-90.1% | $593-46.2% |