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 CO9+ years Filed as: FID. INV. INSTIT. OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48,328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,352 | $69,763+115.5% | $67,502+122.7% | $74,495+101.8% |
| Participation rate | 76.3% | 71.4%+5.0pp | 72.9%+3.5pp | 67.2%+9.1pp |
| Annual return | 16.61% | -40.34%+56.9pp | 3512.12%-3495.5pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $5,995 | $2,704+121.7% | $2,731+119.5% | $2,623+128.5% |
| Participant deferral / active EE | $3,461 | $3,636-4.8% | $4,000-13.5% | $4,346-20.4% |
| Admin fee / account holder | $243 | $896-72.8% | $3,998-93.9% | $1,942-87.5% |