Filed March 8, 2017
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 12 · EIN 13-3689044 | Claims processing; Investment managem... | $21,308 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 | Securities brokerage commissions and ... | $0 |
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 | $42,743 | $37,039+15.4% | $147,614-71.0% | $59,188-27.8% |
| Participation rate | 81.6% | 63.8%+17.8pp | 84.6%-3.0pp | 69.4%+12.2pp |
| Annual return | 0.60% | 7.19%-6.6pp | 61.98%-61.4pp | 5.51%-4.9pp |
| Employer contribution / active EE | $6,500 | $1,353+380.5% | $5,564+16.8% | $2,098+209.8% |
| Participant deferral / active EE | $2,434 | $2,094+16.2% | $4,895-50.3% | $3,265-25.5% |
| Admin fee / account holder | $9 | $60-85.8% | $11,611-99.9% | $92-90.7% |