Filed October 31, 2019
Total covered: 1,232 employees
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 37 · EIN 04-2647786 | Loan Processing | $297,539 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $489,894 | $237,678+106.1% | $113,168+332.9% | $140,769+248.0% |
| Participation rate | 99.2% | 92.1%+7.1pp | 76.6%+22.6pp | 74.2%+25.0pp |
| Annual return | 20.42% | 20.63%-0.2pp | 24.27%-3.8pp | 16.82%+3.6pp |
| Employer contribution / active EE | $14,589 | $6,583+121.6% | $2,975+390.4% | $3,906+273.5% |
| Participant deferral / active EE | $13,565 | $11,080+22.4% | $5,107+165.6% | $6,717+102.0% |
| Admin fee / account holder | $11 | $66-82.9% | $12,068-99.9% | $229-95.1% |