Filed November 5, 2018 (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 15 · EIN 35-0145825 | Recordkeeping | $35,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,654 | $62,928-70.4% | $172,739-89.2% | $67,579-72.4% |
| Participation rate | 48.8% | 64.5%-15.6pp | 82.6%-33.8pp | 71.3%-22.4pp |
| Annual return | 21.90% | 30.36%-8.5pp | 802.84%-780.9pp | 378.56%-356.7pp |
| Employer contribution / active EE | $200 | $1,636-87.8% | $5,143-96.1% | $2,148-90.7% |
| Participant deferral / active EE | $1,145 | $2,145-46.6% | $5,198-78.0% | $3,539-67.7% |
| Admin fee / account holder | $35 | $167-79.1% | $13,954-99.8% | $142-75.6% |