Filed July 1, 2019
Total covered: 30 employees
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 37 · EIN 04-2647786 | Loan Processing | $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 | $198,545 | $127,481+55.7% | $149,696+32.6% | $90,288+119.9% |
| Participation rate | 95.9% | 78.2%+17.7pp | 82.5%+13.4pp | 73.4%+22.6pp |
| Annual return | 18.78% | 57.78%-39.0pp | 276.60%-257.8pp | 53.97%-35.2pp |
| Employer contribution / active EE | $4,166 | $3,448+20.8% | $4,644-10.3% | $2,524+65.1% |
| Participant deferral / active EE | $12,242 | $6,975+75.5% | $6,842+78.9% | $4,232+189.2% |
| Admin fee / account holder | $0 | $152-100.0% | $9,309-100.0% | $114-100.0% |