Filed January 23, 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 8-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 27 · EIN 20-8648739 | Advisory (Plan) | $26,945 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,850 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,696 | $59,186+9.3% | $76,768-15.7% | $56,287+14.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -7.71% | 6.62%-14.3pp | 2.43%-10.1pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,162 | $1,759+22.9% | $2,485-13.0% | $2,111+2.4% |
| Participant deferral / active EE | $4,045 | $3,255+24.3% | $3,852+5.0% | $3,350+20.8% |
| Admin fee / account holder | $244 | $489-50.1% | $6,675-96.3% | $521-53.2% |