Filed February 24, 2017 (most recent of 4 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 | $106,185 |
401K ADVISORS INC2 years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $62,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $102,221 | $95,776+6.7% | $162,163-37.0% | $77,787+31.4% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 22.90% | 37.03%-14.1pp | 115.59%-92.7pp | 32.57%-9.7pp |
| Employer contribution / active EE | $5,870 | $3,874+51.5% | $5,614+4.6% | $2,504+134.4% |
| Participant deferral / active EE | $6,177 | $6,125+0.8% | $7,298-15.4% | $3,967+55.7% |
| Admin fee / account holder | $107 | $88+22.1% | $10,843-99.0% | $100+7.0% |