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 CO7+ years Filed as: FID INST INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
FID INV INST OPS CO5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,841 | $62,723+9.8% | $142,863-51.8% | $86,799-20.7% |
| Participation rate | 55.5% | 62.6%-7.1pp | 71.9%-16.5pp | 72.3%-16.8pp |
| Annual return | 12.37% | 17.62%-5.3pp | 5637.54%-5625.2pp | 97.91%-85.5pp |
| Employer contribution / active EE | $686 | $1,627-57.8% | $4,144-83.4% | $2,405-71.5% |
| Participant deferral / active EE | $2,582 | $3,039-15.0% | $3,837-32.7% | $4,131-37.5% |
| Admin fee / account holder | -$1 | $140-100.8% | $6,560-100.0% | $170-100.6% |