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 CO3 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $3,164 |
FID INV INST OPS CO3 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,522 | $102,317+223.0% | $146,958+124.9% | $80,856+308.8% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 17.42% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $16,843 | $3,713+353.6% | $4,933+241.4% | $2,755+511.4% |
| Participant deferral / active EE | $17,298 | $6,644+160.4% | $8,070+114.4% | $4,296+302.7% |
| Admin fee / account holder | $140,081 | $7,941+1664.0% | $12,998+977.7% | $6,918+1924.9% |