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 CO8+ years Filed as: FID INST INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
FID INV INST OPS CO6 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,885 | $47,898+22.9% | $117,472-49.9% | $64,808-9.1% |
| Participation rate | 61.6% | 61.9%-0.3pp | 70.6%-9.0pp | 71.5%-9.9pp |
| Annual return | -14.81% | -15.54%+0.7pp | 29.74%-44.5pp | 32.82%-47.6pp |
| Employer contribution / active EE | $793 | $1,774-55.3% | $4,176-81.0% | $2,506-68.3% |
| Participant deferral / active EE | $2,952 | $3,151-6.3% | $4,070-27.5% | $4,310-31.5% |
| Admin fee / account holder | -$1 | $132-100.6% | $5,645-100.0% | $188-100.4% |