Filed January 4, 2018 (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 27 · EIN 61-1758632 | Advisory (Plan) | $25,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$36,886 |
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 | $86,658 | $46,100+88.0% | $86,590+0.1% | $69,631+24.5% |
| Participation rate | 97.4% | 67.2%+30.2pp | 73.5%+23.8pp | 70.7%+26.7pp |
| Annual return | 21.81% | 21.02%+0.8pp | 964.84%-943.0pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $6,901 | $1,850+273.1% | $2,839+143.1% | $2,032+239.6% |
| Participant deferral / active EE | $7,957 | $2,432+227.2% | $3,609+120.5% | $3,224+146.8% |
| Admin fee / account holder | -$18 | $94-119.6% | $4,906-100.4% | $110-116.7% |