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 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 | $27,685 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $42,065 | $122,709-65.7% | $88,497-52.5% | $57,658-27.0% |
| Participation rate | 98.9% | 89.9%+9.0pp | 82.4%+16.5pp | 70.2%+28.7pp |
| Annual return | 19.31% | 10.63%+8.7pp | 7.63%+11.7pp | 5.13%+14.2pp |
| Employer contribution / active EE | $8,436 | $4,531+86.2% | $4,036+109.0% | $1,974+327.4% |
| Participant deferral / active EE | $8,362 | $6,704+24.7% | $4,899+70.7% | $3,061+173.2% |
| Admin fee / account holder | $57 | $93-38.5% | $6,220-99.1% | $95-39.7% |