Filed April 4, 2019 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,891 |
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 | $42,097 | $65,118-35.4% | $76,768-45.2% | $55,725-24.5% |
| Participation rate | 89.2% | 79.6%+9.6pp | 77.0%+12.2pp | 70.9%+18.3pp |
| Annual return | -4.37% | -1.27%-3.1pp | 2.43%-6.8pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,363 | $1,941-29.8% | $2,485-45.2% | $2,078-34.4% |
| Participant deferral / active EE | $3,318 | $3,688-10.0% | $3,852-13.8% | $3,356-1.1% |
| Admin fee / account holder | $57 | $116-51.0% | $6,675-99.2% | $115-50.8% |