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 | $19,874 |
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 | $79,674 | $65,118+22.4% | $76,768+3.8% | $55,725+43.0% |
| Participation rate | 85.7% | 79.6%+6.0pp | 77.0%+8.7pp | 70.9%+14.8pp |
| Annual return | -3.25% | -1.27%-2.0pp | 2.43%-5.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $4,457 | $1,941+129.6% | $2,485+79.4% | $2,078+114.5% |
| Participant deferral / active EE | $6,242 | $3,688+69.2% | $3,852+62.1% | $3,356+86.0% |
| Admin fee / account holder | $42 | $116-64.2% | $6,675-99.4% | $115-63.9% |