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 50 · EIN 04-2647786 | Direct Payment | $320,836 |
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 | $63,103 | $59,339+6.3% | $149,673-57.8% | $103,482-39.0% |
| Participation rate | 72.9% | 70.2%+2.7pp | 78.8%-5.9pp | 73.3%-0.4pp |
| Annual return | 19.00% | 77.78%-58.8pp | 134.42%-115.4pp | 33.11%-14.1pp |
| Employer contribution / active EE | $2,583 | $2,178+18.6% | $4,818-46.4% | $3,208-19.5% |
| Participant deferral / active EE | $4,355 | $3,716+17.2% | $5,680-23.3% | $5,207-16.4% |
| Admin fee / account holder | $44 | $103-57.2% | $13,210-99.7% | $114-61.3% |