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 CO6 years Filed as: FID INV INSTL OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $223,041 |
FID INV INST OPS CO9+ years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,788 | $105,179+21.5% | $64,056+99.5% | $80,160+59.4% |
| Participation rate | 84.5% | 73.5%+11.0pp | 72.3%+12.2pp | 72.9%+11.5pp |
| Annual return | 17.19% | 20.34%-3.1pp | 33.69%-16.5pp | 40.38%-23.2pp |
| Employer contribution / active EE | $5,269 | $3,311+59.2% | $2,747+91.9% | $2,978+77.0% |
| Participant deferral / active EE | $5,189 | $4,020+29.1% | $3,880+33.7% | $5,017+3.4% |
| Admin fee / account holder | $66 | $113-42.0% | $3,068-97.9% | $145-54.7% |