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 CO11+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $39,197 |
FID INV INST OPS CO9 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,554 | $65,241+58.7% | $126,539-18.2% | $85,563+21.0% |
| Participation rate | 31.7% | 48.6%-16.9pp | 69.8%-38.1pp | 66.0%-34.3pp |
| Annual return | 14.34% | 42.19%-27.8pp | 425.95%-411.6pp | 31.51%-17.2pp |
| Employer contribution / active EE | $0 | $1,937-100.0% | $3,674-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,465 | $3,032-51.7% | $4,083-64.1% | $4,375-66.5% |
| Admin fee / account holder | $80 | $1,031-92.3% | $6,065-98.7% | $834-90.4% |