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 CO10+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $126,729 |
FID INV INST OPS CO8 years Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,618 | $62,544+75.3% | $129,207-15.2% | $199,593-45.1% |
| Participation rate | 99.7% | 56.8%+42.9pp | 69.6%+30.1pp | 72.0%+27.7pp |
| Annual return | 12.43% | 16.95%-4.5pp | 9417.33%-9404.9pp | 34.25%-21.8pp |
| Employer contribution / active EE | $8,140 | $2,394+240.0% | $4,153+96.0% | $3,034+168.3% |
| Participant deferral / active EE | $3,061 | $3,123-2.0% | $4,168-26.6% | $5,087-39.8% |
| Admin fee / account holder | $45 | $167-72.9% | $7,715-99.4% | $269-83.2% |