Filed July 15, 2019 (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 37 · EIN 04-2647786 | Loan Processing | $1,274 |
DONEGAL SECURITIES INC1+ years Service code 61 20 WALNUT ST STE 12 · WELLESLEY, MA 02481 | Finders' fees / placement fees | $0 |
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 | $60,101 | $65,703-8.5% | $94,224-36.2% | $59,632+0.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.91% | 5.22%-7.1pp | 10.68%-12.6pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $2,811 | $2,021+39.1% | $3,587-21.6% | $2,203+27.6% |
| Participant deferral / active EE | $6,010 | $3,143+91.2% | $4,320+39.1% | $3,192+88.3% |
| Admin fee / account holder | $13 | $4,264-99.7% | $6,269-99.8% | $4,297-99.7% |