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 | $5,044 |
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 | $99,537 | $81,537+22.1% | $149,718-33.5% | $69,631+42.9% |
| Participation rate | 97.2% | 86.1%+11.0pp | 87.1%+10.1pp | 70.7%+26.5pp |
| Annual return | 18.19% | 22.79%-4.6pp | 1501.63%-1483.4pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $2,182 | $3,239-32.6% | $5,445-59.9% | $2,032+7.4% |
| Participant deferral / active EE | $7,999 | $4,994+60.2% | $6,569+21.8% | $3,224+148.1% |
| Admin fee / account holder | $12 | $107-88.7% | $11,283-99.9% | $110-89.0% |