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 CO10+ years Service code 50 · EIN 04-2647786 | Direct Payment | $401,882 |
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 | $57,561 | $73,283-21.5% | $155,509-63.0% | $106,382-45.9% |
| Participation rate | 76.4% | 73.3%+3.2pp | 78.2%-1.7pp | 69.9%+6.6pp |
| Annual return | 25.91% | 15.77%+10.1pp | 64.67%-38.8pp | 17.37%+8.5pp |
| Employer contribution / active EE | $2,563 | $2,247+14.0% | $4,672-45.2% | $3,364-23.8% |
| Participant deferral / active EE | $4,114 | $4,580-10.2% | $5,626-26.9% | $5,569-26.1% |
| Admin fee / account holder | $38 | $56-33.1% | $15,912-99.8% | $79-52.7% |