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 | Participant loan processing; Particip... | $5,602 |
Annual investment return 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 | $17,647 | $62,928-72.0% | $172,739-89.8% | $67,579-73.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 1.06% | 30.36%-29.3pp | 802.84%-801.8pp | 378.56%-377.5pp |
| Employer contribution / active EE | $2,283 | $1,636+39.6% | $5,143-55.6% | $2,148+6.3% |
| Participant deferral / active EE | $1,799 | $2,145-16.1% | $5,198-65.4% | $3,539-49.2% |
| Admin fee / account holder | $15 | $167-90.9% | $13,954-99.9% | $142-89.3% |