Filed October 31, 2018 (most recent of 2 filings on file)
Total covered: 2 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 | $6,917 |
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 | $71,521 | $79,519-10.1% | $95,952-25.5% | $73,409-2.6% |
| Participation rate | 98.1% | 81.2%+16.9pp | 77.1%+21.0pp | 72.2%+25.9pp |
| Annual return | 17.19% | 19.20%-2.0pp | 91.61%-74.4pp | 59.29%-42.1pp |
| Employer contribution / active EE | $4,182 | $2,048+104.2% | $2,541+64.6% | $2,234+87.2% |
| Participant deferral / active EE | $3,998 | $4,138-3.4% | $4,167-4.1% | $3,805+5.1% |
| Admin fee / account holder | $17 | $184-90.5% | $6,795-99.7% | $158-89.0% |