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 CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $320,836 |
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 | $416,341 | $178,759+132.9% | $102,423+306.5% | $106,382+291.4% |
| Participation rate | 99.2% | 91.3%+7.9pp | 76.5%+22.7pp | 69.9%+29.3pp |
| Annual return | 29.86% | 17.23%+12.6pp | 29.32%+0.5pp | 17.37%+12.5pp |
| Employer contribution / active EE | $14,415 | $5,750+150.7% | $3,023+376.8% | $3,364+328.6% |
| Participant deferral / active EE | $13,567 | $9,466+43.3% | $5,053+168.5% | $5,569+143.6% |
| Admin fee / account holder | $11 | $62-81.9% | $9,451-99.9% | $79-85.8% |