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 CO2+ years Service code 50 · EIN 04-2647786 | Direct Payment | $23,484 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,894 | $37,213-38.5% | $156,549-85.4% | $63,975-64.2% |
| Participation rate | 85.6% | 65.0%+20.6pp | 84.0%+1.6pp | 71.1%+14.5pp |
| Annual return | 17.14% | 47.89%-30.7pp | 32.23%-15.1pp | 48.65%-31.5pp |
| Employer contribution / active EE | $2,774 | $1,357+104.4% | $5,501-49.6% | $2,182+27.2% |
| Participant deferral / active EE | $3,798 | $2,070+83.5% | $4,871-22.0% | $3,356+13.2% |
| Admin fee / account holder | $6 | $56-89.8% | $13,027-100.0% | $70-91.9% |