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 CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $29,952 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,963 | $129,021-48.9% | $184,203-64.2% | $77,643-15.0% |
| Participation rate | 77.6% | 87.3%-9.7pp | 86.8%-9.2pp | 70.6%+7.0pp |
| Annual return | 12.26% | 33.27%-21.0pp | 28.81%-16.6pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,219 | $4,413-49.7% | $6,427-65.5% | $2,726-18.6% |
| Participant deferral / active EE | $4,324 | $7,297-40.8% | $9,131-52.7% | $4,647-7.0% |
| Admin fee / account holder | $121 | $254-52.2% | $13,901-99.1% | $430-71.8% |