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 | $5,750 |
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 | $90,728 | $80,005+13.4% | $140,016-35.2% | $55,725+62.8% |
| Participation rate | 96.7% | 87.0%+9.7pp | 87.5%+9.2pp | 70.9%+25.8pp |
| Annual return | -4.17% | 0.46%-4.6pp | 651.12%-655.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,345 | $3,403-31.1% | $5,606-58.2% | $2,078+12.9% |
| Participant deferral / active EE | $8,130 | $5,264+54.5% | $6,927+17.4% | $3,356+142.3% |
| Admin fee / account holder | $13 | $116-88.6% | $10,705-99.9% | $115-88.5% |