Filed September 22, 2020 (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 | $1,563 |
Employer 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 | $80,296 | $51,620+55.6% | $90,281-11.1% | $65,185+23.2% |
| Participation rate | 70.1% | 68.6%+1.4pp | 73.3%-3.2pp | 70.2%-0.1pp |
| Annual return | 22.40% | 24.94%-2.5pp | 78.10%-55.7pp | 29.38%-7.0pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,959 | $2,871+107.6% | $3,885+53.4% | $3,514+69.6% |
| Admin fee / account holder | $9 | $384-97.6% | $5,351-99.8% | $847-98.9% |