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 | $14,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,388 | $99,078-22.9% | $96,544-20.9% | $74,419+2.6% |
| Participation rate | 97.6% | 80.7%+16.9pp | 76.0%+21.6pp | 70.7%+26.9pp |
| Annual return | 16.82% | 22.48%-5.7pp | 25.84%-9.0pp | 34.38%-17.6pp |
| Employer contribution / active EE | $4,956 | $2,570+92.8% | $2,965+67.1% | $2,637+87.9% |
| Participant deferral / active EE | $4,997 | $4,933+1.3% | $4,851+3.0% | $4,528+10.4% |
| Admin fee / account holder | $31 | $225-86.3% | $8,252-99.6% | $348-91.1% |