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 | $7,440 |
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 | $74,450 | $111,608-33.3% | $177,821-58.1% | $73,409+1.4% |
| Participation rate | 97.6% | 87.9%+9.7pp | 87.7%+9.9pp | 72.2%+25.4pp |
| Annual return | 19.03% | 18.23%+0.8pp | 48.32%-29.3pp | 59.29%-40.3pp |
| Employer contribution / active EE | $2,798 | $3,796-26.3% | $5,918-52.7% | $2,234+25.3% |
| Participant deferral / active EE | $4,878 | $6,199-21.3% | $7,714-36.8% | $3,805+28.2% |
| Admin fee / account holder | $113 | $166-31.7% | $12,427-99.1% | $158-28.4% |