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 CO3 years Filed as: FID INV INSTL OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $219,262 |
FID INV INST OPS CO6+ years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $144,956 | $105,581+37.3% | $70,449+105.8% | $90,288+60.5% |
| Participation rate | 60.2% | 77.5%-17.4pp | 75.1%-14.9pp | 73.4%-13.2pp |
| Annual return | 13.96% | 14.78%-0.8pp | 109.03%-95.1pp | 53.97%-40.0pp |
| Employer contribution / active EE | $3,666 | $3,304+11.0% | $2,737+34.0% | $2,524+45.2% |
| Participant deferral / active EE | $3,930 | $3,813+3.1% | $3,709+6.0% | $4,232-7.1% |
| Admin fee / account holder | $78 | $68+15.9% | $3,845-98.0% | $114-31.4% |