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 | -$42,808 |
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 | $558,672 | $331,159+68.7% | $112,887+394.9% | $74,419+650.7% |
| Participation rate | 97.0% | 81.4%+15.7pp | 80.5%+16.5pp | 70.7%+26.3pp |
| Annual return | 21.73% | 21.62%+0.1pp | 34.10%-12.4pp | 34.38%-12.6pp |
| Employer contribution / active EE | $21,047 | $5,469+284.8% | $4,563+361.2% | $2,637+698.0% |
| Participant deferral / active EE | $13,498 | $8,097+66.7% | $6,513+107.2% | $4,528+198.1% |
| Admin fee / account holder | -$109 | $281-138.8% | $7,047-101.5% | $348-131.3% |