Filed December 20, 2018 (most recent of 3 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $361,551 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,473 | $73,283-9.3% | $155,509-57.3% | $106,382-37.5% |
| Participation rate | 96.1% | 73.3%+22.8pp | 78.2%+17.9pp | 69.9%+26.2pp |
| Annual return | 14.49% | 15.77%-1.3pp | 64.67%-50.2pp | 17.37%-2.9pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $6,324 | $4,580+38.1% | $5,626+12.4% | $5,569+13.6% |
| Admin fee / account holder | $16 | $56-72.0% | $15,912-99.9% | $79-80.2% |