Filed August 10, 2018 (most recent of 3 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 9-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 35-0145825 | Recordkeeping | $5,334 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $925 |
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 | $38,281 | $44,221-13.4% | $121,196-68.4% | $56,287-32.0% |
| Participation rate | 70.1% | 61.1%+9.0pp | 71.7%-1.7pp | 69.9%+0.2pp |
| Annual return | 11.03% | -3.58%+14.6pp | 16.93%-5.9pp | -9.96%+21.0pp |
| Employer contribution / active EE | $1,795 | $1,480+21.3% | $4,022-55.4% | $2,111-15.0% |
| Participant deferral / active EE | $2,752 | $2,521+9.2% | $3,344-17.7% | $3,350-17.8% |
| Admin fee / account holder | $22 | $480-95.4% | $5,019-99.6% | $521-95.8% |