Filed January 2, 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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC3+ years Service code 15 · EIN 61-1579239 | Recordkeeping | $13,683 |
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 | $72,980 | $50,385+44.8% | $75,670-3.6% | $62,292+17.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 25.45% | 19.90%+5.6pp | 27.34%-1.9pp | 28.90%-3.4pp |
| Employer contribution / active EE | $4,838 | $1,537+214.7% | $2,352+105.7% | $2,042+136.9% |
| Participant deferral / active EE | $1,880 | $2,445-23.1% | $3,142-40.2% | $3,169-40.7% |
| Admin fee / account holder | $55 | $384-85.6% | $5,800-99.0% | $479-88.4% |