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 CO2+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $160,489 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,116 | $43,453+63.7% | $109,313-34.9% | $63,975+11.2% |
| Participation rate | 99.6% | 59.3%+40.3pp | 71.3%+28.3pp | 71.1%+28.4pp |
| Annual return | 7.87% | 9.85%-2.0pp | 22.07%-14.2pp | 48.65%-40.8pp |
| Employer contribution / active EE | $6,927 | $1,799+285.0% | $3,892+78.0% | $2,182+217.5% |
| Participant deferral / active EE | $2,415 | $2,093+15.4% | $3,166-23.7% | $3,356-28.0% |
| Admin fee / account holder | $82 | $79+4.1% | $5,666-98.5% | $70+16.7% |