Filed June 28, 2016 (most recent of 5 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 21 · EIN 39-0394950 | Bank Trustee | $25,585 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,619 | $50,498-67.1% | $75,781-78.1% | $55,191-69.9% |
| Participation rate | 97.7% | 69.4%+28.3pp | 75.8%+21.9pp | 69.2%+28.5pp |
| Annual return | 0.40% | 1.80%-1.4pp | 9.68%-9.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $921 | $2,291-59.8% | $3,323-72.3% | $1,899-51.5% |
| Participant deferral / active EE | $2,981 | $2,589+15.2% | $3,651-18.3% | $3,046-2.1% |
| Admin fee / account holder | $93 | $123-24.4% | $5,299-98.2% | $91+2.4% |