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 CO2+ years Filed as: FID INST INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,053 | $41,281+1.9% | $109,313-61.5% | $57,658-27.1% |
| Participation rate | 45.8% | 59.3%-13.5pp | 71.3%-25.5pp | 70.2%-24.4pp |
| Annual return | 8.42% | 8.97%-0.6pp | 22.07%-13.7pp | 5.13%+3.3pp |
| Employer contribution / active EE | $488 | $1,201-59.4% | $3,892-87.5% | $1,974-75.3% |
| Participant deferral / active EE | $1,893 | $2,223-14.9% | $3,166-40.2% | $3,061-38.2% |
| Admin fee / account holder | $22 | $75-70.3% | $5,666-99.6% | $95-76.4% |