Filed May 7, 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 15 · EIN 01-0233346 | Recordkeeping | $4,381 |
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 | $55,285 | $62,267-11.2% | $110,238-49.8% | $55,725-0.8% |
| Participation rate | 75.4% | 78.1%-2.7pp | 79.8%-4.4pp | 70.9%+4.6pp |
| Annual return | 9.49% | -1.07%+10.6pp | 314.74%-305.3pp | 244.93%-235.4pp |
| Employer contribution / active EE | $1,257 | $1,941-35.2% | $3,826-67.1% | $2,078-39.5% |
| Participant deferral / active EE | $3,885 | $3,516+10.5% | $4,672-16.8% | $3,356+15.8% |
| Admin fee / account holder | $177 | $121+46.2% | $8,547-97.9% | $115+53.4% |