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 | -$57,087 |
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 | $557,986 | $160,088+248.5% | $112,977+393.9% | $73,409+660.1% |
| Participation rate | 98.7% | 90.7%+8.0pp | 82.6%+16.1pp | 72.2%+26.5pp |
| Annual return | 18.76% | 17.93%+0.8pp | 24.24%-5.5pp | 59.29%-40.5pp |
| Employer contribution / active EE | $18,259 | $5,200+251.2% | $4,255+329.2% | $2,234+717.5% |
| Participant deferral / active EE | $12,097 | $8,024+50.8% | $5,836+107.3% | $3,805+217.9% |
| Admin fee / account holder | $108 | $133-18.4% | $6,294-98.3% | $158-31.4% |