Filed October 31, 2019
Total covered: 1,232 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $232,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,988 | $178,759-37.4% | $102,423+9.3% | $106,382+5.3% |
| Participation rate | 98.0% | 91.3%+6.7pp | 76.5%+21.5pp | 69.9%+28.1pp |
| Annual return | 26.55% | 17.23%+9.3pp | 29.32%-2.8pp | 17.37%+9.2pp |
| Employer contribution / active EE | $4,202 | $5,750-26.9% | $3,023+39.0% | $3,364+24.9% |
| Participant deferral / active EE | $7,466 | $9,466-21.1% | $5,053+47.8% | $5,569+34.1% |
| Admin fee / account holder | $15 | $62-76.5% | $9,451-99.8% | $79-81.6% |