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 CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | $103,354 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $291,978 | $77,899+274.8% | $149,673+95.1% | $75,163+288.5% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 16.92% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,435 | $3,137-54.3% | $4,818-70.2% | $2,670-46.2% |
| Participant deferral / active EE | $1,187 | $3,411-65.2% | $5,680-79.1% | $4,125-71.2% |
| Admin fee / account holder | $136 | $5,956-97.7% | $13,210-99.0% | $5,651-97.6% |