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 | $210,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,956 | $142,480-1.8% | $112,040+24.9% | $142,480-1.8% |
| Participation rate | 97.8% | 76.2%+21.6pp | 76.5%+21.3pp | 76.2%+21.6pp |
| Annual return | 18.95% | 16.32%+2.6pp | 24.52%-5.6pp | 16.32%+2.6pp |
| Employer contribution / active EE | $3,569 | $3,867-7.7% | $2,954+20.8% | $3,867-7.7% |
| Participant deferral / active EE | $7,046 | $6,807+3.5% | $5,098+38.2% | $6,807+3.5% |
| Admin fee / account holder | $14 | $307-95.4% | $12,098-99.9% | $307-95.4% |