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 CO5+ years Service code 50 · EIN 04-2647786 | Direct Payment | $188,420 |
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 | $43,105 | $47,456-9.2% | $172,739-75.0% | $77,787-44.6% |
| Participation rate | 89.8% | 66.3%+23.5pp | 82.6%+7.2pp | 73.2%+16.6pp |
| Annual return | 25.06% | 35.57%-10.5pp | 802.84%-777.8pp | 32.57%-7.5pp |
| Employer contribution / active EE | $3,117 | $1,574+98.0% | $5,143-39.4% | $2,504+24.4% |
| Participant deferral / active EE | $4,566 | $2,560+78.4% | $5,198-12.1% | $3,967+15.1% |
| Admin fee / account holder | $35 | $81-57.1% | $13,954-99.8% | $100-65.4% |