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 CO4+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $139,586 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
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 | $72,328 | $407,990-82.3% | $121,196-40.3% | $75,289-3.9% |
| Participation rate | 99.7% | 59.5%+40.2pp | 71.7%+27.9pp | 72.4%+27.3pp |
| Annual return | -4.51% | 2.93%-7.4pp | 16.93%-21.4pp | -0.04%-4.5pp |
| Employer contribution / active EE | $6,361 | $1,846+244.6% | $4,022+58.2% | $2,405+164.5% |
| Participant deferral / active EE | $2,336 | $2,201+6.2% | $3,344-30.1% | $3,739-37.5% |
| Admin fee / account holder | $63 | $455-86.2% | $5,019-98.7% | $102-38.6% |