Filed August 21, 2015
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 |
|---|---|---|
APW CAPITAL INC1 year Service code 55 · EIN 22-3526587 | Other Commissions | $10,669 |
Service code 55 · EIN 59-2937883 | Other Commissions | $4,323 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,013 |
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 | $36,472 | $79,523-54.1% | $140,016-74.0% | $56,287-35.2% |
| Participation rate | 85.4% | 85.7%-0.3pp | 87.5%-2.1pp | 69.9%+15.6pp |
| Annual return | -5.52% | 2.39%-7.9pp | 651.12%-656.6pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,315 | $3,350-30.9% | $5,606-58.7% | $2,111+9.7% |
| Participant deferral / active EE | $3,359 | $5,129-34.5% | $6,927-51.5% | $3,350+0.3% |
| Admin fee / account holder | $6 | $614-99.0% | $10,705-99.9% | $521-98.8% |