Filed October 11, 2018
Total covered: 3 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 60 · EIN 04-2647786 | Sub-TA Fees | $1,925 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,329 | $91,517-58.1% | $101,248-62.1% | $73,409-47.8% |
| Participation rate | 98.4% | 73.8%+24.7pp | 75.8%+22.6pp | 72.2%+26.3pp |
| Annual return | 10.33% | 17.17%-6.8pp | 46.47%-36.1pp | 59.29%-49.0pp |
| Employer contribution / active EE | $1,558 | $2,877-45.8% | $3,660-57.4% | $2,234-30.2% |
| Participant deferral / active EE | $4,307 | $3,338+29.0% | $4,370-1.4% | $3,805+13.2% |
| Admin fee / account holder | $5 | $216-97.6% | $5,945-99.9% | $158-96.7% |