Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 employees
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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $244,349 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,389 | $112,686+20.1% | $169,993-20.4% | $80,160+68.9% |
| Participation rate | 99.4% | 87.4%+12.0pp | 87.0%+12.4pp | 72.9%+26.4pp |
| Annual return | 20.42% | 67.04%-46.6pp | 53.37%-33.0pp | 40.38%-20.0pp |
| Employer contribution / active EE | $6,624 | $4,481+47.8% | $6,785-2.4% | $2,978+122.4% |
| Participant deferral / active EE | $8,044 | $7,876+2.1% | $10,408-22.7% | $5,017+60.3% |
| Admin fee / account holder | $44 | $99-55.2% | $12,815-99.7% | $145-69.4% |