Filed December 16, 2015 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $266,918 |
FID INV INST OPS CO1 year Filed as: FID INV INST OPER CO, INC. Service code 60 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,904 | $114,884-44.4% | $60,874+5.0% | $89,394-28.5% |
| Participation rate | 98.1% | 70.1%+28.0pp | 73.1%+25.0pp | 71.3%+26.8pp |
| Annual return | -13.30% | -13.42%+0.1pp | 16.90%-30.2pp | -11.89%-1.4pp |
| Employer contribution / active EE | $0 | $5,609-100.0% | $2,701-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $6,643 | $4,846+37.1% | $3,817+74.1% | $5,123+29.7% |
| Admin fee / account holder | $18 | $37-53.0% | $3,224-99.5% | $79-77.9% |