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 | $1,644 |
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 | $92,164 | $88,515+4.1% | $162,163-43.2% | $67,579+36.4% |
| Participation rate | 94.9% | 86.8%+8.1pp | 87.6%+7.3pp | 71.3%+23.6pp |
| Annual return | 24.39% | 27.04%-2.7pp | 115.59%-91.2pp | 378.56%-354.2pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,614-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,727 | $5,724-17.4% | $7,298-35.2% | $3,539+33.6% |
| Admin fee / account holder | $12 | $124-90.2% | $10,843-99.9% | $142-91.5% |