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 CO4+ years Filed as: FID INST INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
FID INV INST OPS CO2 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 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 | $45,791 | $39,898+14.8% | $121,196-62.2% | $55,725-17.8% |
| Participation rate | 48.6% | 61.2%-12.6pp | 71.7%-23.1pp | 70.9%-22.2pp |
| Annual return | -5.16% | -0.96%-4.2pp | 16.93%-22.1pp | 244.93%-250.1pp |
| Employer contribution / active EE | $549 | $1,295-57.6% | $4,022-86.3% | $2,078-73.6% |
| Participant deferral / active EE | $2,139 | $2,439-12.3% | $3,344-36.1% | $3,356-36.3% |
| Admin fee / account holder | -$21 | $95-122.3% | $5,019-100.4% | $115-118.4% |