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 CO10+ years Filed as: FID. INV. INSTIT. OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50,443 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,723 | $67,984+130.5% | $65,493+139.3% | $74,304+110.9% |
| Participation rate | 90.6% | 66.3%+24.2pp | 73.1%+17.5pp | 60.3%+30.2pp |
| Annual return | 12.57% | 19.87%-7.3pp | 982.45%-969.9pp | 29.43%-16.9pp |
| Employer contribution / active EE | $8,544 | $2,491+243.0% | $2,574+231.9% | $2,241+281.2% |
| Participant deferral / active EE | $5,039 | $3,346+50.6% | $3,961+27.2% | $3,767+33.8% |
| Admin fee / account holder | $248 | $1,373-81.9% | $5,028-95.1% | $2,969-91.6% |