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 CO6+ years Filed as: FID INST INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
FID INV INST OPS CO4 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,866 | $54,121+19.9% | $134,143-51.6% | $73,409-11.6% |
| Participation rate | 50.5% | 64.4%-13.9pp | 72.2%-21.7pp | 72.2%-21.7pp |
| Annual return | 11.70% | -312.52%+324.2pp | 36.33%-24.6pp | 59.29%-47.6pp |
| Employer contribution / active EE | $612 | $1,402-56.3% | $3,704-83.5% | $2,234-72.6% |
| Participant deferral / active EE | $2,443 | $2,844-14.1% | $3,499-30.2% | $3,805-35.8% |
| Admin fee / account holder | -$1 | $132-100.6% | $6,684-100.0% | $158-100.5% |