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 CO8+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $89,286 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $264,667 | $84,000+215.1% | $119,609+121.3% | $77,904+239.7% |
| Participation rate | 97.9% | 77.8%+20.1pp | 79.3%+18.7pp | 73.7%+24.2pp |
| Annual return | -19.83% | -11.59%-8.2pp | -14.97%-4.9pp | 12.21%-32.0pp |
| Employer contribution / active EE | $16,953 | $2,907+483.1% | $4,232+300.6% | $2,848+495.3% |
| Participant deferral / active EE | $9,986 | $4,705+112.3% | $5,602+78.3% | $4,806+107.8% |
| Admin fee / account holder | $0 | $116-99.6% | $10,323-100.0% | $133-99.6% |