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 CO4 years Filed as: FID INV INSTL OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $205,922 |
TIAA7+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $10,668 |
FID INV INST OPS CO7+ 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 | $145,574 | $120,057+21.3% | $75,696+92.3% | $93,030+56.5% |
| Participation rate | 96.1% | 77.3%+18.8pp | 74.8%+21.2pp | 73.9%+22.2pp |
| Annual return | 13.33% | 19.62%-6.3pp | 104.53%-91.2pp | 158.70%-145.4pp |
| Employer contribution / active EE | $3,562 | $3,253+9.5% | $2,743+29.9% | $2,706+31.7% |
| Participant deferral / active EE | $6,057 | $4,089+48.1% | $3,821+58.5% | $4,562+32.8% |
| Admin fee / account holder | $69 | $81-14.9% | $3,619-98.1% | $152-54.3% |