Filed December 27, 2018 (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 60 · EIN 04-2647786 | Sub-TA Fees | $4,079 |
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 | $56,944 | $80,005-28.8% | $140,016-59.3% | $55,725+2.2% |
| Participation rate | 97.8% | 87.0%+10.8pp | 87.5%+10.3pp | 70.9%+26.9pp |
| Annual return | -3.05% | 0.46%-3.5pp | 651.12%-654.2pp | 244.93%-248.0pp |
| Employer contribution / active EE | $2,370 | $3,403-30.3% | $5,606-57.7% | $2,078+14.1% |
| Participant deferral / active EE | $4,221 | $5,264-19.8% | $6,927-39.1% | $3,356+25.8% |
| Admin fee / account holder | $105 | $116-9.1% | $10,705-99.0% | $115-8.7% |