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 CO4+ years Service code 50 · EIN 04-2647786 | Direct Payment | $149,560 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,975 | $45,382-27.3% | $154,107-78.6% | $75,289-56.2% |
| Participation rate | 87.9% | 65.9%+22.0pp | 83.0%+4.9pp | 72.4%+15.5pp |
| Annual return | -4.65% | -0.47%-4.2pp | 735.12%-739.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $3,056 | $1,533+99.4% | $5,298-42.3% | $2,405+27.1% |
| Participant deferral / active EE | $4,235 | $2,384+77.6% | $5,081-16.6% | $3,739+13.3% |
| Admin fee / account holder | $30 | $89-66.8% | $13,411-99.8% | $102-71.1% |