Filed December 17, 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 13 · EIN 06-1050034 | Contract Administrator | $15,025 |
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 | $185,951 | $75,284+147.0% | $91,001+104.3% | $69,631+167.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 14.65% | 48.40%-33.8pp | 4.60%+10.0pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $8,065 | $2,473+226.2% | $2,456+228.4% | $2,032+296.9% |
| Participant deferral / active EE | $9,546 | $3,700+158.0% | $3,547+169.1% | $3,224+196.1% |
| Admin fee / account holder | $36 | $111-67.0% | $5,417-99.3% | $110-67.0% |