Filed December 18, 2014 (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 37 · EIN 04-2647786 | Loan Processing | $2,806 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,713 | $47,448+99.6% | $94,993-0.3% | $62,292+52.0% |
| Participation rate | 82.1% | 66.5%+15.6pp | 73.9%+8.2pp | 69.5%+12.6pp |
| Annual return | 22.00% | 22.64%-0.6pp | 27.12%-5.1pp | 28.90%-6.9pp |
| Employer contribution / active EE | $8,768 | $1,300+574.4% | $2,603+236.8% | $2,042+329.3% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $16 | $434-96.4% | $4,960-99.7% | $479-96.7% |