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 INC4 years Service code 55 · EIN 22-3526587 | Other Commissions | $29,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,000 |
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 | $66,106 | $121,341-45.5% | $189,513-65.1% | $79,386-16.7% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.8%+9.4pp | 70.7%+26.5pp |
| Annual return | 13.22% | 21.08%-7.9pp | 555.15%-541.9pp | 116.85%-103.6pp |
| Employer contribution / active EE | $3,206 | $3,915-18.1% | $6,162-48.0% | $2,427+32.1% |
| Participant deferral / active EE | $5,117 | $6,395-20.0% | $8,221-37.8% | $4,046+26.5% |
| Admin fee / account holder | $6 | $651-99.1% | $12,045-100.0% | $626-99.1% |