Filed June 14, 2021
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 CO7 years Filed as: FID INV INSTL OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $224,783 |
MULTINOMAH GROUP, INC1 year Filed as: MULTINOMAH GROUP INC Service code 16 · EIN 20-0361079 | Consulting | $9,960 |
FID INV INST OPS CO10+ years Service code 60 | Sub-TA Fees | $0 |
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 | $130,594 | $113,293+15.3% | $67,502+93.5% | $199,593-34.6% |
| Participation rate | 82.3% | 73.3%+8.9pp | 72.9%+9.4pp | 72.0%+10.3pp |
| Annual return | 13.26% | 15.88%-2.6pp | 3512.12%-3498.9pp | 34.25%-21.0pp |
| Employer contribution / active EE | $5,511 | $3,401+62.1% | $2,731+101.8% | $3,034+81.6% |
| Participant deferral / active EE | $5,779 | $4,159+39.0% | $4,000+44.5% | $5,087+13.6% |
| Admin fee / account holder | $64 | $103-37.6% | $3,998-98.4% | $269-76.2% |