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 CO2 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $595,842 |
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 | $176,968 | $135,240+30.9% | $169,993+4.1% | $96,393+83.6% |
| Participation rate | 93.1% | 86.5%+6.6pp | 87.0%+6.2pp | 71.3%+21.9pp |
| Annual return | 16.12% | 22.04%-5.9pp | 53.37%-37.3pp | 22.88%-6.8pp |
| Employer contribution / active EE | $4,312 | $5,029-14.3% | $6,785-36.5% | $3,238+33.1% |
| Participant deferral / active EE | $10,480 | $8,138+28.8% | $10,408+0.7% | $5,455+92.1% |
| Admin fee / account holder | $27 | $85-68.5% | $12,815-99.8% | $74-63.8% |