Filed October 25, 2019 (most recent of 3 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 | $13,181 |
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 | $35,965 | $88,324-59.3% | $115,037-68.7% | $55,191-34.8% |
| Participation rate | 99.0% | 72.5%+26.5pp | 81.4%+17.6pp | 69.2%+29.8pp |
| Annual return | -0.08% | 6.30%-6.4pp | 26.14%-26.2pp | 10.78%-10.9pp |
| Employer contribution / active EE | $4,007 | $2,805+42.8% | $4,608-13.0% | $1,899+111.0% |
| Participant deferral / active EE | $3,646 | $5,042-27.7% | $6,026-39.5% | $3,046+19.7% |
| Admin fee / account holder | $21 | $105-80.4% | $8,175-99.7% | $91-77.3% |