Filed December 17, 2021 (most recent of 4 filings on file)
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 CO11+ years Service code 28 · EIN 04-2647786 | Investment Management | $133,138 |
Service code 26 · EIN 45-4118952 | Advisory (Participants) | $32,000 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,665 | $115,444+29.6% | $65,493+128.5% | $102,872+45.5% |
| Participation rate | 49.4% | 71.2%-21.7pp | 73.1%-23.7pp | 73.0%-23.6pp |
| Annual return | 18.70% | 15.94%+2.8pp | 982.45%-963.8pp | 19.06%-0.4pp |
| Employer contribution / active EE | $2,990 | $3,409-12.3% | $2,574+16.2% | $3,526-15.2% |
| Participant deferral / active EE | $4,322 | $4,118+4.9% | $3,961+9.1% | $5,535-21.9% |
| Admin fee / account holder | $86 | $123-30.2% | $5,028-98.3% | $292-70.6% |