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 | $2,062 |
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 | $38,086 | $79,523-52.1% | $140,016-72.8% | $56,287-32.3% |
| Participation rate | 95.5% | 85.7%+9.7pp | 87.5%+8.0pp | 69.9%+25.6pp |
| Annual return | 1.09% | 2.39%-1.3pp | 651.12%-650.0pp | -9.96%+11.0pp |
| Employer contribution / active EE | $1,756 | $3,350-47.6% | $5,606-68.7% | $2,111-16.8% |
| Participant deferral / active EE | $5,787 | $5,129+12.8% | $6,927-16.5% | $3,350+72.8% |
| Admin fee / account holder | $13 | $614-97.9% | $10,705-99.9% | $521-97.6% |