Filed October 18, 2022 (most recent of 19 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 CO4 years Filed as: FID INV INSTL OPS CP Service code 37 · EIN 04-2647786 | Loan Processing | $2,357,876 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,728 | $73,283-4.9% | $155,509-55.2% | $106,382-34.5% |
| Participation rate | 87.2% | 73.3%+13.9pp | 78.2%+9.0pp | 69.9%+17.3pp |
| Annual return | 14.16% | 15.77%-1.6pp | 64.67%-50.5pp | 17.37%-3.2pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $6,328 | $4,580+38.1% | $5,626+12.5% | $5,569+13.6% |
| Admin fee / account holder | $46 | $56-17.7% | $15,912-99.7% | $79-41.7% |