See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INVESTMENTS INS OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $3,749 |
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 | $191,334 | $70,002+173.3% | $115,037+66.3% | $52,331+265.6% |
| Participation rate | 94.0% | 72.1%+21.9pp | 81.4%+12.6pp | 68.1%+25.9pp |
| Annual return | 1.39% | 4.04%-2.6pp | 26.14%-24.7pp | 4.54%-3.1pp |
| Employer contribution / active EE | $8,266 | $2,715+204.5% | $4,608+79.4% | $1,882+339.3% |
| Participant deferral / active EE | $7,720 | $4,920+56.9% | $6,026+28.1% | $3,022+155.5% |
| Admin fee / account holder | $17 | $566-97.0% | $8,175-99.8% | $592-97.2% |