Filed March 14, 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 | $42,601 |
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 | $126,533 | $89,652+41.1% | $141,162-10.4% | $65,185+94.1% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.5%+15.3pp | 70.2%+27.6pp |
| Annual return | 24.94% | 32.79%-7.9pp | 71.39%-46.5pp | 29.38%-4.4pp |
| Employer contribution / active EE | $2,832 | $3,065-7.6% | $4,735-40.2% | $2,177+30.1% |
| Participant deferral / active EE | $8,943 | $5,691+57.1% | $6,709+33.3% | $3,514+154.5% |
| Admin fee / account holder | $171 | $569-70.0% | $10,261-98.3% | $847-79.9% |