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 CO8+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $140,610 |
FID INV INST OPS CO6 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 | $85,860 | $52,525+63.5% | $117,472-26.9% | $77,904+10.2% |
| Participation rate | 99.5% | 61.6%+37.9pp | 70.6%+28.9pp | 73.7%+25.8pp |
| Annual return | -14.47% | -13.76%-0.7pp | 29.74%-44.2pp | 12.21%-26.7pp |
| Employer contribution / active EE | $7,115 | $2,166+228.5% | $4,176+70.4% | $2,848+149.9% |
| Participant deferral / active EE | $2,629 | $3,087-14.8% | $4,070-35.4% | $4,806-45.3% |
| Admin fee / account holder | $52 | $99-47.6% | $5,645-99.1% | $133-60.8% |