Filed October 26, 2016 (most recent of 7 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 CO3 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $745,908 |
Service code 16 · EIN 53-0181291 | Consulting | $40,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $198,143 | $152,104+30.3% | $184,203+7.6% | $106,382+86.3% |
| Participation rate | 94.5% | 85.9%+8.6pp | 86.8%+7.7pp | 69.9%+24.6pp |
| Annual return | 15.65% | 20.70%-5.1pp | 28.81%-13.2pp | 17.37%-1.7pp |
| Employer contribution / active EE | $4,663 | $5,326-12.5% | $6,427-27.5% | $3,364+38.6% |
| Participant deferral / active EE | $10,533 | $8,559+23.1% | $9,131+15.3% | $5,569+89.1% |
| Admin fee / account holder | $36 | $103-64.9% | $13,901-99.7% | $79-54.6% |