Filed October 7, 2002 (most recent of 3 filings on file)
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 CO3 years Filed as: FID INV INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $102,658 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,196 | $59,339-42.4% | $149,673-77.2% | $103,482-67.0% |
| Participation rate | 91.0% | 70.2%+20.8pp | 78.8%+12.3pp | 73.3%+17.8pp |
| Annual return | 16.37% | 77.78%-61.4pp | 134.42%-118.0pp | 33.11%-16.7pp |
| Employer contribution / active EE | $3,690 | $2,178+69.5% | $4,818-23.4% | $3,208+15.0% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $9 | $103-91.0% | $13,210-99.9% | $114-91.9% |