Filed September 28, 2017 (most recent of 2 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 | $3,505 |
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 | $80,895 | $69,305+16.7% | $82,313-1.7% | $69,631+16.2% |
| Participation rate | 88.2% | 80.3%+7.9pp | 76.9%+11.3pp | 70.7%+17.5pp |
| Annual return | 16.31% | 21.47%-5.2pp | 25.88%-9.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $4,195 | $1,887+122.4% | $2,428+72.8% | $2,032+106.5% |
| Participant deferral / active EE | $5,686 | $3,568+59.3% | $3,706+53.4% | $3,224+76.4% |
| Admin fee / account holder | $82 | $97-15.6% | $5,608-98.5% | $110-25.7% |