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 | $13,715 |
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 | $56,830 | $50,175+13.3% | $99,443-42.9% | $65,185-12.8% |
| Participation rate | 93.0% | 68.4%+24.6pp | 73.8%+19.2pp | 70.2%+22.8pp |
| Annual return | 22.35% | 25.36%-3.0pp | 30.72%-8.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,400 | $1,496-6.4% | $2,540-44.9% | $2,177-35.7% |
| Participant deferral / active EE | $3,883 | $2,748+41.3% | $3,619+7.3% | $3,514+10.5% |
| Admin fee / account holder | $76 | $398-80.9% | $6,250-98.8% | $847-91.0% |