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 | $2,101 |
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 | $69,306 | $100,227-30.9% | $169,993-59.2% | $74,419-6.9% |
| Participation rate | 97.4% | 87.3%+10.1pp | 87.0%+10.4pp | 70.7%+26.6pp |
| Annual return | 21.28% | 66.08%-44.8pp | 53.37%-32.1pp | 34.38%-13.1pp |
| Employer contribution / active EE | $4,111 | $4,263-3.6% | $6,785-39.4% | $2,637+55.9% |
| Participant deferral / active EE | $6,071 | $7,143-15.0% | $10,408-41.7% | $4,528+34.1% |
| Admin fee / account holder | $5 | $234-98.0% | $12,815-100.0% | $348-98.6% |