Filed November 26, 2019 (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 52 · EIN 04-1590850 | Indirect Investment Fees | $6,816 |
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 | $17,340 | $46,732-62.9% | $156,549-88.9% | $55,167-68.6% |
| Participation rate | 72.5% | 65.8%+6.7pp | 84.0%-11.5pp | 69.0%+3.5pp |
| Annual return | 7.01% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,240 | $2,105-41.1% | $5,501-77.5% | $1,963-36.8% |
| Participant deferral / active EE | $1,019 | $2,204-53.8% | $4,871-79.1% | $3,054-66.6% |
| Admin fee / account holder | $41 | $418-90.2% | $13,027-99.7% | $504-91.9% |