Filed March 10, 2015
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 | $800 |
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 | $133,275 | $80,753+65.0% | $136,294-2.2% | $62,292+114.0% |
| Participation rate | 95.0% | 73.5%+21.4pp | 81.9%+13.0pp | 69.5%+25.4pp |
| Annual return | 19.27% | 35.83%-16.6pp | 5155.94%-5136.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $1,760 | $2,884-39.0% | $4,695-62.5% | $2,042-13.8% |
| Participant deferral / active EE | $8,452 | $5,164+63.7% | $6,247+35.3% | $3,169+166.7% |
| Admin fee / account holder | $22 | $525-95.7% | $9,243-99.8% | $479-95.3% |