Filed May 3, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,174 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,199 | $63,442-60.3% | $68,791-63.4% | $66,914-62.3% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -14.93% | -8.29%-6.6pp | -6.38%-8.5pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,068 | $1,775+16.5% | $2,655-22.1% | $2,544-18.7% |
| Participant deferral / active EE | $4,489 | $2,945+52.5% | $3,941+13.9% | $4,237+6.0% |
| Admin fee / account holder | $86 | $577-85.1% | $4,932-98.3% | $593-85.5% |