Filed August 10, 2016 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,080 | $41,854+127.2% | $73,843+28.8% | $52,331+81.7% |
| Participation rate | 91.3% | 66.2%+25.1pp | 73.4%+17.9pp | 68.1%+23.2pp |
| Annual return | 1.64% | 2.11%-0.5pp | 2267.84%-2266.2pp | 4.54%-2.9pp |
| Employer contribution / active EE | $6,373 | $1,920+231.9% | $2,787+128.6% | $1,882+238.7% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | -$59 | $493-111.9% | $4,880-101.2% | $592-109.9% |