Filed September 28, 2015 (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 6-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 | $15,222 |
Employer contribution per participant 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 | $99,540 | $128,472-22.5% | $81,367+22.3% | $59,188+68.2% |
| Participation rate | 94.5% | 92.5%+1.9pp | 82.3%+12.2pp | 69.4%+25.0pp |
| Annual return | 0.00% | 1.24%-1.2pp | -0.92%+0.9pp | 5.51%-5.5pp |
| Employer contribution / active EE | $1,638 | $3,689-55.6% | $3,930-58.3% | $2,098-21.9% |
| Participant deferral / active EE | $4,783 | $6,963-31.3% | $5,383-11.2% | $3,265+46.5% |
| Admin fee / account holder | $16 | $71-77.6% | $8,926-99.8% | $92-82.7% |