Filed December 8, 2017 (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 13 · EIN 42-0127290 | Contract Administrator | $28,475 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,196 | $48,795+80.7% | $65,493+34.7% | $84,808+4.0% |
| Participation rate | 98.8% | 67.0%+31.8pp | 73.1%+25.7pp | 68.3%+30.5pp |
| Annual return | 8.01% | 20.20%-12.2pp | 982.45%-974.4pp | 40.90%-32.9pp |
| Employer contribution / active EE | $2,839 | $1,930+47.1% | $2,574+10.3% | $2,631+7.9% |
| Participant deferral / active EE | $4,192 | $2,928+43.1% | $3,961+5.8% | $4,212-0.5% |
| Admin fee / account holder | $226 | $3,877-94.2% | $5,028-95.5% | $7,344-96.9% |