Filed September 19, 2016 (most recent of 5 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 28 · EIN 47-3314008 | Investment Management | $24,000 |
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 | $140,718 | $65,322+115.4% | $70,449+99.7% | $73,488+91.5% |
| Participation rate | 99.1% | 77.0%+22.2pp | 75.1%+24.1pp | 70.7%+28.4pp |
| Annual return | 12.03% | 15.71%-3.7pp | 109.03%-97.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $5,472 | $2,460+122.5% | $2,737+100.0% | $2,270+141.1% |
| Participant deferral / active EE | $6,374 | $3,375+88.9% | $3,709+71.9% | $3,740+70.4% |
| Admin fee / account holder | $53 | $214-75.2% | $3,845-98.6% | $513-89.7% |