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 CO9+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $129,937 |
FID INV INST OPS CO7 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 | $98,105 | $57,570+70.4% | $121,098-19.0% | $80,160+22.4% |
| Participation rate | 99.7% | 58.8%+40.9pp | 69.5%+30.2pp | 72.9%+26.7pp |
| Annual return | 16.28% | 20.42%-4.1pp | 985.75%-969.5pp | 40.38%-24.1pp |
| Employer contribution / active EE | $7,816 | $2,119+268.9% | $4,164+87.7% | $2,978+162.5% |
| Participant deferral / active EE | $2,899 | $3,092-6.2% | $4,080-28.9% | $5,017-42.2% |
| Admin fee / account holder | $46 | $121-61.6% | $5,644-99.2% | $145-67.9% |