Filed December 13, 2018
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 | $2,244 |
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 | $70,170 | $59,186+18.6% | $76,768-8.6% | $56,287+24.7% |
| Participation rate | 95.3% | 75.2%+20.1pp | 77.0%+18.4pp | 69.9%+25.5pp |
| Annual return | -6.26% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,878 | $1,759+6.8% | $2,485-24.4% | $2,111-11.1% |
| Participant deferral / active EE | $3,859 | $3,255+18.6% | $3,852+0.2% | $3,350+15.2% |
| Admin fee / account holder | $9 | $489-98.1% | $6,675-99.9% | $521-98.2% |