Filed January 2, 2018
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 16 · EIN 26-0058143 | Consulting | $33,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,556 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $293,308 | $174,559+68.0% | $105,387+178.3% | $67,579+334.0% |
| Participation rate | 98.8% | 88.2%+10.6pp | 82.6%+16.2pp | 71.3%+27.5pp |
| Annual return | 25.57% | 23.63%+1.9pp | 26.82%-1.3pp | 378.56%-353.0pp |
| Employer contribution / active EE | $6,807 | $4,874+39.7% | $4,213+61.6% | $2,148+216.9% |
| Participant deferral / active EE | $13,570 | $7,563+79.4% | $5,502+146.6% | $3,539+283.4% |
| Admin fee / account holder | $0 | $270-100.0% | $6,559-100.0% | $142-100.0% |