Filed February 5, 2016 (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 7-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 99 · EIN 23-2748550 | Other Fees | $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 | $82,422 | $54,590+51.0% | $81,930+0.6% | $73,488+12.2% |
| Participation rate | 89.1% | 68.3%+20.8pp | 72.0%+17.1pp | 70.7%+18.5pp |
| Annual return | 14.70% | 17.74%-3.0pp | 29.49%-14.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,783 | $1,636+9.0% | $4,310-58.6% | $2,270-21.5% |
| Participant deferral / active EE | $3,567 | $2,759+29.3% | $7,107-49.8% | $3,740-4.6% |
| Admin fee / account holder | $24 | $592-96.0% | $5,158-99.5% | $513-95.4% |