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 CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,638 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $175 |
Employer contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,238 | $43,110+2.6% | $156,549-71.7% | $65,292-32.2% |
| Participation rate | 94.5% | 69.3%+25.2pp | 84.0%+10.5pp | 72.4%+22.1pp |
| Annual return | 8.99% | 11.24%-2.3pp | 32.23%-23.2pp | 11.84%-2.9pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $4,356 | $2,520+72.9% | $4,871-10.6% | $3,579+21.7% |
| Admin fee / account holder | $9 | $47-80.3% | $13,027-99.9% | $57-83.8% |