Filed August 20, 2015 (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 13 · EIN 06-1050034 | Contract Administrator | $41,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,087 | $80,360+68.1% | $90,160+49.8% | $77,958+73.3% |
| Participation rate | 91.7% | 81.9%+9.8pp | 76.9%+14.8pp | 71.6%+20.0pp |
| Annual return | 20.59% | 24.56%-4.0pp | 34.88%-14.3pp | 20.87%-0.3pp |
| Employer contribution / active EE | $3,044 | $2,326+30.9% | $3,318-8.3% | $2,310+31.8% |
| Participant deferral / active EE | $8,833 | $5,829+51.5% | $5,288+67.1% | $3,537+149.8% |
| Admin fee / account holder | $16 | $64-75.6% | $5,943-99.7% | $97-84.0% |