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 CO10+ years Filed as: FID INST INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
FID INV INST OPS CO8 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 | $80,667 | $58,778+37.2% | $129,207-37.6% | $77,643+3.9% |
| Participation rate | 63.4% | 59.2%+4.1pp | 69.6%-6.2pp | 70.6%-7.2pp |
| Annual return | 12.24% | 24.73%-12.5pp | 9417.33%-9405.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $944 | $1,952-51.6% | $4,153-77.3% | $2,726-65.4% |
| Participant deferral / active EE | $3,585 | $3,212+11.6% | $4,168-14.0% | $4,647-22.9% |
| Admin fee / account holder | -$3 | $589-100.5% | $7,715-100.0% | $430-100.7% |