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 | -$112,231 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $487,693 | $130,655+273.3% | $93,789+420.0% | $64,808+652.5% |
| Participation rate | 97.8% | 84.9%+12.9pp | 81.0%+16.9pp | 71.5%+26.4pp |
| Annual return | -17.74% | -14.04%-3.7pp | -11.33%-6.4pp | 32.82%-50.6pp |
| Employer contribution / active EE | $19,464 | $5,594+247.9% | $4,323+350.3% | $2,506+676.7% |
| Participant deferral / active EE | $12,793 | $8,067+58.6% | $6,094+109.9% | $4,310+196.8% |
| Admin fee / account holder | $94 | $140-32.6% | $7,195-98.7% | $188-49.7% |