Filed December 27, 2016
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 60 · EIN 04-2647786 | Sub-TA Fees | $30,870 |
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 | $92,942 | $52,953+75.5% | $172,739-46.2% | $65,185+42.6% |
| Participation rate | 95.6% | 66.2%+29.4pp | 82.6%+12.9pp | 70.2%+25.4pp |
| Annual return | 18.83% | 30.12%-11.3pp | 802.84%-784.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $2,177 | $2,190-0.6% | $5,143-57.7% | $2,1770% |
| Participant deferral / active EE | $4,271 | $2,471+72.9% | $5,198-17.8% | $3,514+21.6% |
| Admin fee / account holder | $191 | $472-59.6% | $13,954-98.6% | $847-77.5% |