Filed May 10, 2018 (most recent of 5 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 9-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 52 · EIN 04-1590850 | Indirect Investment Fees | $1,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,336 | $34,220-20.1% | $73,843-63.0% | $59,188-53.8% |
| Participation rate | 12.4% | 59.1%-46.7pp | 73.4%-61.0pp | 69.4%-57.0pp |
| Annual return | -0.33% | 3.36%-3.7pp | 2267.84%-2268.2pp | 5.51%-5.8pp |
| Employer contribution / active EE | $217 | $1,480-85.3% | $2,787-92.2% | $2,098-89.7% |
| Participant deferral / active EE | $396 | $2,035-80.5% | $3,583-88.9% | $3,265-87.9% |
| Admin fee / account holder | $8 | $64-88.2% | $4,880-99.8% | $92-91.8% |