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 | $12,170 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,361 | $111,491+0.8% | $189,513-40.7% | $86,799+29.4% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.8%+11.4pp | 72.3%+26.9pp |
| Annual return | 15.30% | 83.50%-68.2pp | 555.15%-539.9pp | 97.91%-82.6pp |
| Employer contribution / active EE | $748 | $3,951-81.1% | $6,162-87.9% | $2,405-68.9% |
| Participant deferral / active EE | $6,644 | $6,437+3.2% | $8,221-19.2% | $4,131+60.8% |
| Admin fee / account holder | $44 | $189-76.6% | $12,045-99.6% | $170-73.9% |