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 CO5+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $134,977 |
FID INV INST OPS CO3 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 | $82,620 | $53,911+53.3% | $130,648-36.8% | $77,787+6.2% |
| Participation rate | 99.1% | 60.2%+38.9pp | 71.7%+27.4pp | 73.2%+25.9pp |
| Annual return | 19.19% | 21.93%-2.7pp | 1708.96%-1689.8pp | 32.57%-13.4pp |
| Employer contribution / active EE | $6,491 | $1,826+255.5% | $4,092+58.6% | $2,504+159.2% |
| Participant deferral / active EE | $2,405 | $2,288+5.1% | $3,603-33.3% | $3,967-39.4% |
| Admin fee / account holder | $49 | $129-61.9% | $5,464-99.1% | $100-51.0% |