Filed August 13, 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 15 · EIN 16-1450952 | Recordkeeping | $78,718 |
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 | $77,846 | $88,515-12.1% | $162,163-52.0% | $67,579+15.2% |
| Participation rate | 98.8% | 86.8%+12.0pp | 87.6%+11.3pp | 71.3%+27.6pp |
| Annual return | 27.51% | 27.04%+0.5pp | 115.59%-88.1pp | 378.56%-351.0pp |
| Employer contribution / active EE | $2,042 | $3,563-42.7% | $5,614-63.6% | $2,148-4.9% |
| Participant deferral / active EE | $5,375 | $5,724-6.1% | $7,298-26.4% | $3,539+51.9% |
| Admin fee / account holder | $119 | $124-3.5% | $10,843-98.9% | $142-16.2% |