Filed April 17, 2018 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $2,502 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $47,823 | $89,739-46.7% | $149,718-68.1% | $62,292-23.2% |
| Participation rate | 93.6% | 85.1%+8.5pp | 87.1%+6.5pp | 69.5%+24.1pp |
| Annual return | 23.87% | 21.01%+2.9pp | 1501.63%-1477.8pp | 28.90%-5.0pp |
| Employer contribution / active EE | $1,815 | $3,233-43.8% | $5,445-66.7% | $2,042-11.1% |
| Participant deferral / active EE | $6,060 | $4,797+26.3% | $6,569-7.7% | $3,169+91.2% |
| Admin fee / account holder | $19 | $551-96.5% | $11,283-99.8% | $479-96.0% |