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 CO3+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $234,905 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,496 | $52,149+42.9% | $122,332-39.1% | $77,958-4.4% |
| Participation rate | 99.8% | 58.6%+41.2pp | 71.6%+28.1pp | 71.6%+28.1pp |
| Annual return | 14.09% | 17.75%-3.7pp | 30.27%-16.2pp | 20.87%-6.8pp |
| Employer contribution / active EE | $5,603 | $1,750+220.3% | $4,050+38.3% | $2,310+142.5% |
| Participant deferral / active EE | $2,205 | $2,114+4.3% | $3,287-32.9% | $3,537-37.6% |
| Admin fee / account holder | $85 | $93-8.6% | $5,478-98.4% | $97-12.5% |