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 | $167,612 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $11,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,564 | $45,000-1.0% | $143,757-69.0% | $77,904-42.8% |
| Participation rate | 92.9% | 66.8%+26.0pp | 80.3%+12.6pp | 73.7%+19.2pp |
| Annual return | -16.17% | 29.03%-45.2pp | -0.04%-16.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $2,935 | $1,870+57.0% | $4,951-40.7% | $2,848+3.1% |
| Participant deferral / active EE | $4,945 | $3,157+56.6% | $5,637-12.3% | $4,806+2.9% |
| Admin fee / account holder | $48 | $98-51.2% | $14,673-99.7% | $133-63.7% |