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 CO5 years Filed as: FID INV INSTL OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $216,014 |
TIAA8+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $7,800 |
FID INV INST OPS CO8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,152 | $98,780+23.7% | $60,874+100.7% | $77,904+56.8% |
| Participation rate | 69.0% | 76.7%-7.6pp | 73.1%-4.1pp | 73.7%-4.6pp |
| Annual return | -14.79% | -11.56%-3.2pp | 16.90%-31.7pp | 12.21%-27.0pp |
| Employer contribution / active EE | $3,775 | $3,605+4.7% | $2,701+39.7% | $2,848+32.6% |
| Participant deferral / active EE | $4,427 | $4,200+5.4% | $3,817+16.0% | $4,806-7.9% |
| Admin fee / account holder | $72 | $89-18.5% | $3,224-97.8% | $133-45.5% |