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 4-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 INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $30,713 |
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 | $66,599 | $61,272+8.7% | $149,673-55.5% | $71,457-6.8% |
| Participation rate | 76.8% | 62.5%+14.3pp | 78.8%-2.0pp | 67.9%+8.8pp |
| Annual return | 16.12% | 35.85%-19.7pp | 134.42%-118.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,111 | $2,378+30.8% | $4,818-35.4% | $2,588+20.2% |
| Participant deferral / active EE | $2,768 | $2,917-5.1% | $5,680-51.3% | $4,289-35.5% |
| Admin fee / account holder | $152 | $1,261-88.0% | $13,210-98.9% | $1,587-90.4% |