Filed January 4, 2017 (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 | $17,390 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,519 | $45,825+3.7% | $90,645-47.6% | $56,287-15.6% |
| Participation rate | 94.7% | 66.7%+28.0pp | 74.0%+20.7pp | 69.9%+24.8pp |
| Annual return | -4.91% | 38.64%-43.6pp | 1.88%-6.8pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,536 | $1,372+11.9% | $2,532-39.3% | $2,111-27.3% |
| Participant deferral / active EE | $3,981 | $2,562+55.4% | $3,425+16.2% | $3,350+18.8% |
| Admin fee / account holder | $84 | $413-79.6% | $4,994-98.3% | $521-83.8% |