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 INC2 years Service code 55 · EIN 22-3526587 | Other Commissions | $18,608 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,213 |
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 | $47,723 | $98,982-51.8% | $162,163-70.6% | $65,185-26.8% |
| Participation rate | 96.7% | 85.8%+10.9pp | 87.6%+9.1pp | 70.2%+26.5pp |
| Annual return | 23.99% | 24.84%-0.8pp | 115.59%-91.6pp | 29.38%-5.4pp |
| Employer contribution / active EE | $2,864 | $3,467-17.4% | $5,614-49.0% | $2,177+31.6% |
| Participant deferral / active EE | $4,457 | $5,384-17.2% | $7,298-38.9% | $3,514+26.9% |
| Admin fee / account holder | $7 | $596-98.8% | $10,843-99.9% | $847-99.2% |