Filed September 19, 2018 (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 Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $131,699 |
FID INV INST OPS CO9 years 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 | $127,382 | $84,030+51.6% | $126,539+0.7% | $102,872+23.8% |
| Participation rate | 99.7% | 58.3%+41.4pp | 69.8%+29.9pp | 73.0%+26.7pp |
| Annual return | 16.36% | 17.79%-1.4pp | 425.95%-409.6pp | 19.06%-2.7pp |
| Employer contribution / active EE | $8,750 | $3,287+166.2% | $3,674+138.2% | $3,526+148.1% |
| Participant deferral / active EE | $3,259 | $3,749-13.1% | $4,083-20.2% | $5,535-41.1% |
| Admin fee / account holder | $47 | $299-84.3% | $6,065-99.2% | $292-83.9% |