Filed September 19, 2018 (most recent of 4 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $118,349 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,024 | $407,990-88.5% | $121,196-61.2% | $75,289-37.5% |
| Participation rate | 97.7% | 59.5%+38.2pp | 71.7%+25.9pp | 72.4%+25.3pp |
| Annual return | -4.08% | 2.93%-7.0pp | 16.93%-21.0pp | -0.04%-4.0pp |
| Employer contribution / active EE | $2,134 | $1,846+15.6% | $4,022-46.9% | $2,405-11.3% |
| Participant deferral / active EE | $5,500 | $2,201+150.0% | $3,344+64.5% | $3,739+47.1% |
| Admin fee / account holder | $57 | $455-87.4% | $5,019-98.9% | $102-43.9% |