Filed January 4, 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 37 · EIN 04-2647786 | Loan Processing | $9,937 |
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 | $41,320 | $44,989-8.2% | $170,442-75.8% | $77,958-47.0% |
| Participation rate | 88.5% | 64.6%+23.9pp | 83.6%+4.9pp | 71.6%+16.9pp |
| Annual return | 19.38% | 19.61%-0.2pp | 205.93%-186.6pp | 20.87%-1.5pp |
| Employer contribution / active EE | $958 | $1,466-34.7% | $5,433-82.4% | $2,310-58.5% |
| Participant deferral / active EE | $3,327 | $2,208+50.7% | $4,939-32.6% | $3,537-5.9% |
| Admin fee / account holder | $3 | $69-95.8% | $13,880-100.0% | $97-97.1% |