Filed May 4, 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 | $4,588 |
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 | $83,204 | $68,413+21.6% | $123,104-32.4% | $55,191+50.8% |
| Participation rate | 88.7% | 84.5%+4.2pp | 86.8%+1.9pp | 69.2%+19.5pp |
| Annual return | 1.98% | 6.30%-4.3pp | 13.22%-11.2pp | 10.78%-8.8pp |
| Employer contribution / active EE | $1,798 | $3,050-41.0% | $5,151-65.1% | $1,899-5.3% |
| Participant deferral / active EE | $6,688 | $4,490+48.9% | $6,230+7.4% | $3,046+119.6% |
| Admin fee / account holder | $12 | $88-86.5% | $9,015-99.9% | $91-86.9% |