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 | -$52,733 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $642,478 | $172,932+271.5% | $119,258+438.7% | $86,799+640.2% |
| Participation rate | 100.0% | 89.4%+10.6pp | 82.7%+17.3pp | 72.3%+27.7pp |
| Annual return | 16.63% | 20.96%-4.3pp | 30.69%-14.1pp | 97.91%-81.3pp |
| Employer contribution / active EE | $19,448 | $5,487+254.4% | $4,384+343.6% | $2,405+708.5% |
| Participant deferral / active EE | $13,145 | $8,466+55.3% | $6,111+115.1% | $4,131+218.2% |
| Admin fee / account holder | $128 | $150-14.7% | $7,226-98.2% | $170-24.4% |