Filed May 20, 2016 (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 | $1,235 |
Employer 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 | $97,894 | $79,523+23.1% | $140,016-30.1% | $56,287+73.9% |
| Participation rate | 95.1% | 85.7%+9.3pp | 87.5%+7.6pp | 69.9%+25.2pp |
| Annual return | -4.82% | 2.39%-7.2pp | 651.12%-655.9pp | -9.96%+5.1pp |
| Employer contribution / active EE | $78 | $3,350-97.7% | $5,606-98.6% | $2,111-96.3% |
| Participant deferral / active EE | $5,622 | $5,129+9.6% | $6,927-18.8% | $3,350+67.8% |
| Admin fee / account holder | $17 | $614-97.2% | $10,705-99.8% | $521-96.7% |