Filed March 5, 2020 (most recent of 4 filings on file)
Total covered: 357 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 CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $260,596 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $327,054 | $2,679,533-87.8% | $164,813+98.4% | $199,593+63.9% |
| Participation rate | 98.7% | 78.3%+20.4pp | 78.6%+20.1pp | 72.0%+26.7pp |
| Annual return | 12.92% | 17.93%-5.0pp | 69.93%-57.0pp | 34.25%-21.3pp |
| Employer contribution / active EE | $17,314 | $2,970+483.0% | $4,341+298.9% | $3,034+470.6% |
| Participant deferral / active EE | $10,402 | $5,010+107.6% | $6,031+72.5% | $5,087+104.5% |
| Admin fee / account holder | -$1 | $1,982-100.1% | $12,690-100.0% | $269-100.4% |