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) | $30,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$46,935 |
Annual investment return 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 | $84,327 | $43,999+91.7% | $79,464+6.1% | $55,725+51.3% |
| Participation rate | 96.1% | 66.9%+29.2pp | 73.3%+22.7pp | 70.9%+25.2pp |
| Annual return | -7.12% | 1.81%-8.9pp | 718.14%-725.3pp | 244.93%-252.1pp |
| Employer contribution / active EE | $6,890 | $1,830+276.6% | $2,800+146.0% | $2,078+231.5% |
| Participant deferral / active EE | $8,637 | $2,538+240.3% | $3,704+133.2% | $3,356+157.4% |
| Admin fee / account holder | -$25 | $118-121.3% | $5,113-100.5% | $115-121.8% |