Filed January 29, 2018
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 CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $201,445 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,616 | $91,190+224.2% | $178,490+65.6% | $79,858+270.2% |
| Participation rate | 93.2% | 69.2%+24.0pp | 81.9%+11.3pp | 69.6%+23.5pp |
| Annual return | 13.86% | 24.19%-10.3pp | 151.07%-137.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,946 | $3,256-40.2% | $5,011-61.2% | $2,471-21.2% |
| Participant deferral / active EE | $2,076 | $3,236-35.9% | $5,202-60.1% | $3,740-44.5% |
| Admin fee / account holder | $233 | $6,751-96.6% | $13,984-98.3% | $5,306-95.6% |