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 | $8,442 |
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 | $71,072 | $88,515-19.7% | $162,163-56.2% | $67,579+5.2% |
| Participation rate | 96.2% | 86.8%+9.4pp | 87.6%+8.6pp | 71.3%+24.9pp |
| Annual return | 22.90% | 27.04%-4.1pp | 115.59%-92.7pp | 378.56%-355.7pp |
| Employer contribution / active EE | $2,499 | $3,563-29.9% | $5,614-55.5% | $2,148+16.4% |
| Participant deferral / active EE | $4,464 | $5,724-22.0% | $7,298-38.8% | $3,539+26.1% |
| Admin fee / account holder | $126 | $124+1.7% | $10,843-98.8% | $142-11.6% |