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 CO5+ years Filed as: FID INST INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
FID INV INST OPS CO3 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 | $54,764 | $47,648+14.9% | $130,648-58.1% | $67,579-19.0% |
| Participation rate | 50.1% | 60.4%-10.3pp | 71.7%-21.7pp | 71.3%-21.2pp |
| Annual return | 20.09% | 25.73%-5.6pp | 1708.96%-1688.9pp | 378.56%-358.5pp |
| Employer contribution / active EE | $609 | $1,408-56.8% | $4,092-85.1% | $2,148-71.7% |
| Participant deferral / active EE | $2,308 | $2,616-11.8% | $3,603-35.9% | $3,539-34.8% |
| Admin fee / account holder | -$1 | $105-101.2% | $5,464-100.0% | $142-100.9% |