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 | $35,277 |
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 | $25,032 | $60,545-58.7% | $92,233-72.9% | $69,631-64.1% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.5%+20.9pp | 70.7%+26.7pp |
| Annual return | 29.32% | 19.71%+9.6pp | 176.28%-147.0pp | 27571.02%-27541.7pp |
| Employer contribution / active EE | $1,225 | $2,633-53.5% | $3,679-66.7% | $2,032-39.7% |
| Participant deferral / active EE | $3,503 | $2,828+23.9% | $3,897-10.1% | $3,224+8.7% |
| Admin fee / account holder | $97 | $145-32.7% | $5,194-98.1% | $110-11.8% |