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 CO1 year Filed as: FID INV INSTL OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $205,250 |
TIAA4+ years Service code 37 · EIN 13-1624203 | Loan Processing | $1,460 |
FID INV INST OPS CO4+ years Service code 60 | Sub-TA Fees | $0 |
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 | $105,257 | $87,173+20.7% | $59,878+75.8% | $75,289+39.8% |
| Participation rate | 99.4% | 74.5%+24.9pp | 74.7%+24.7pp | 72.4%+27.0pp |
| Annual return | -2.74% | -2.14%-0.6pp | 3.46%-6.2pp | -0.04%-2.7pp |
| Employer contribution / active EE | $6,969 | $3,473+100.6% | $2,722+156.1% | $2,405+189.8% |
| Participant deferral / active EE | $5,077 | $3,379+50.2% | $3,402+49.2% | $3,739+35.8% |
| Admin fee / account holder | $71 | $75-5.4% | $3,590-98.0% | $102-30.9% |