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 CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | $121,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,841 | $52,525+19.6% | $117,472-46.5% | $77,904-19.3% |
| Participation rate | 96.1% | 61.6%+34.5pp | 70.6%+25.5pp | 73.7%+22.4pp |
| Annual return | -15.17% | -13.76%-1.4pp | 29.74%-44.9pp | 12.21%-27.4pp |
| Employer contribution / active EE | $2,474 | $2,166+14.2% | $4,176-40.8% | $2,848-13.1% |
| Participant deferral / active EE | $6,215 | $3,087+101.3% | $4,070+52.7% | $4,806+29.3% |
| Admin fee / account holder | $58 | $99-41.9% | $5,645-99.0% | $133-56.5% |