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 | $24,649 |
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 | $18,163 | $57,921-68.6% | $84,750-78.6% | $57,658-68.5% |
| Participation rate | 96.8% | 72.9%+23.8pp | 76.6%+20.2pp | 70.2%+26.6pp |
| Annual return | 6.86% | 10.24%-3.4pp | 22.78%-15.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,133 | $2,598-56.4% | $3,574-68.3% | $1,974-42.6% |
| Participant deferral / active EE | $3,163 | $2,742+15.4% | $3,712-14.8% | $3,061+3.4% |
| Admin fee / account holder | $75 | $130-41.9% | $5,332-98.6% | $95-20.3% |