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 CO8+ years Filed as: FID. INV. INSTIT. OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $49,302 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,550 | $65,557+108.3% | $64,056+113.2% | $71,457+91.1% |
| Participation rate | 81.8% | 73.2%+8.7pp | 72.3%+9.5pp | 67.9%+13.9pp |
| Annual return | 8.82% | 18.94%-10.1pp | 33.69%-24.9pp | 28.85%-20.0pp |
| Employer contribution / active EE | $6,182 | $2,669+131.6% | $2,747+125.1% | $2,588+138.9% |
| Participant deferral / active EE | $3,675 | $3,626+1.4% | $3,880-5.3% | $4,289-14.3% |
| Admin fee / account holder | $266 | $616-56.9% | $3,068-91.3% | $1,587-83.3% |