Filed December 7, 2016
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 37 · EIN 04-2647786 | Loan Processing | $475 |
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 | $87,501 | $80,753+8.4% | $136,294-35.8% | $62,292+40.5% |
| Participation rate | 89.7% | 73.5%+16.1pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 23.93% | 35.83%-11.9pp | 5155.94%-5132.0pp | 28.90%-5.0pp |
| Employer contribution / active EE | $4,357 | $2,884+51.1% | $4,695-7.2% | $2,042+113.4% |
| Participant deferral / active EE | $10,381 | $5,164+101.0% | $6,247+66.2% | $3,169+227.6% |
| Admin fee / account holder | $27 | $525-94.8% | $9,243-99.7% | $479-94.3% |