Filed March 15, 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 37 · EIN 04-2647786 | Loan Processing | -$59,464 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $480,742 | $174,559+175.4% | $105,387+356.2% | $67,579+611.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 24.08% | 23.63%+0.5pp | 26.82%-2.7pp | 378.56%-354.5pp |
| Employer contribution / active EE | $17,832 | $4,874+265.9% | $4,213+323.2% | $2,148+730.2% |
| Participant deferral / active EE | $11,657 | $7,563+54.1% | $5,502+111.9% | $3,539+229.4% |
| Admin fee / account holder | $122 | $270-55.0% | $6,559-98.1% | $142-14.5% |