Filed March 17, 2015
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 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $8,305 |
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 | $20,598 | $37,196-44.6% | $154,107-86.6% | $55,725-63.0% |
| Participation rate | 95.5% | 64.1%+31.4pp | 83.0%+12.4pp | 70.9%+24.6pp |
| Annual return | 7.53% | 1319.68%-1312.1pp | 735.12%-727.6pp | 244.93%-237.4pp |
| Employer contribution / active EE | $1,714 | $1,614+6.2% | $5,298-67.6% | $2,078-17.5% |
| Participant deferral / active EE | $1,420 | $2,068-31.3% | $5,081-72.1% | $3,356-57.7% |
| Admin fee / account holder | $31 | $102-69.7% | $13,411-99.8% | $115-73.3% |