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 CO9+ years Filed as: FID INST INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
FID INV INST OPS CO7 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 | $70,788 | $53,345+32.7% | $121,098-41.5% | $74,419-4.9% |
| Participation rate | 64.6% | 60.0%+4.6pp | 69.5%-4.9pp | 70.7%-6.1pp |
| Annual return | 16.38% | 35.15%-18.8pp | 985.75%-969.4pp | 34.38%-18.0pp |
| Employer contribution / active EE | $933 | $1,898-50.8% | $4,164-77.6% | $2,637-64.6% |
| Participant deferral / active EE | $3,745 | $3,221+16.3% | $4,080-8.2% | $4,528-17.3% |
| Admin fee / account holder | -$1 | $382-100.3% | $5,644-100.0% | $348-100.4% |