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 Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $275 |
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$72,789 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,059 | $48,835+2.5% | $170,442-70.6% | $177,276-71.8% |
| Participation rate | 95.6% | 72.1%+23.5pp | 83.6%+12.0pp | 74.8%+20.8pp |
| Annual return | 18.75% | 19.44%-0.7pp | 205.93%-187.2pp | 21.25%-2.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $4,564 | $2,757+65.5% | $4,939-7.6% | $3,881+17.6% |
| Admin fee / account holder | -$9 | $52-117.4% | $13,880-100.1% | $154-105.9% |