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 CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | $210,344 |
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 | $249,002 | $73,867+237.1% | $143,757+73.2% | $68,494+263.5% |
| Participation rate | 80.4% | 66.7%+13.7pp | 80.3%+0.1pp | 67.9%+12.5pp |
| Annual return | -16.08% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,091 | $3,184-34.3% | $4,951-57.8% | $2,596-19.5% |
| Participant deferral / active EE | $2,342 | $3,384-30.8% | $5,637-58.5% | $4,027-41.9% |
| Admin fee / account holder | $255 | $5,755-95.6% | $14,673-98.3% | $5,403-95.3% |