Filed January 15, 2025 (most recent of 2 filings on file)
Total covered: 18 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 4-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 15 · EIN 04-2647786 | Recordkeeping | $26,390 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,976 | $100,227-42.2% | $169,993-65.9% | $74,419-22.1% |
| Participation rate | 78.9% | 87.3%-8.4pp | 87.0%-8.1pp | 70.7%+8.1pp |
| Annual return | 16.97% | 66.08%-49.1pp | 53.37%-36.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,254 | $4,263-47.1% | $6,785-66.8% | $2,637-14.5% |
| Participant deferral / active EE | $4,232 | $7,143-40.8% | $10,408-59.3% | $4,528-6.5% |
| Admin fee / account holder | $109 | $234-53.5% | $12,815-99.1% | $348-68.7% |