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 | $33,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,819 | $51,045-37.7% | $70,515-54.9% | $71,457-55.5% |
| Participation rate | 97.5% | 59.4%+38.0pp | 68.3%+29.1pp | 67.9%+29.5pp |
| Annual return | 19.56% | 42.63%-23.1pp | 32.77%-13.2pp | 28.85%-9.3pp |
| Employer contribution / active EE | $2,367 | $1,790+32.2% | $2,973-20.4% | $2,588-8.5% |
| Participant deferral / active EE | $4,843 | $3,026+60.0% | $4,567+6.0% | $4,289+12.9% |
| Admin fee / account holder | $122 | $1,994-93.9% | $6,412-98.1% | $1,587-92.3% |