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 CO11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $123,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,266 | $84,030+16.9% | $126,539-22.3% | $102,872-4.5% |
| Participation rate | 97.4% | 58.3%+39.1pp | 69.8%+27.6pp | 73.0%+24.3pp |
| Annual return | 17.59% | 17.79%-0.2pp | 425.95%-408.4pp | 19.06%-1.5pp |
| Employer contribution / active EE | $3,097 | $3,287-5.8% | $3,674-15.7% | $3,526-12.2% |
| Participant deferral / active EE | $7,877 | $3,749+110.1% | $4,083+92.9% | $5,535+42.3% |
| Admin fee / account holder | $54 | $299-82.1% | $6,065-99.1% | $292-81.6% |