Filed June 7, 2016 (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 | $1,773 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,641 | $121,341-36.0% | $189,513-59.0% | $79,386-2.2% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.8%+8.5pp | 70.7%+25.6pp |
| Annual return | 15.48% | 21.08%-5.6pp | 555.15%-539.7pp | 116.85%-101.4pp |
| Employer contribution / active EE | $3,084 | $3,915-21.2% | $6,162-49.9% | $2,427+27.0% |
| Participant deferral / active EE | $4,224 | $6,395-33.9% | $8,221-48.6% | $4,046+4.4% |
| Admin fee / account holder | $4 | $651-99.3% | $12,045-100.0% | $626-99.3% |