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 | $6,834 |
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 | $97,446 | $102,553-5.0% | $151,611-35.7% | $66,914+45.6% |
| Participation rate | 97.9% | 85.5%+12.4pp | 87.5%+10.4pp | 69.8%+28.1pp |
| Annual return | -15.68% | -10.82%-4.9pp | 3.33%-19.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,618 | $6,641-0.3% | $8,363-20.9% | $4,237+56.2% |
| Admin fee / account holder | $33 | $630-94.8% | $11,616-99.7% | $593-94.5% |