Filed June 13, 2017
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 | $105,495 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,925 | $168,477-16.9% | $105,387+32.8% | $77,787+79.9% |
| Participation rate | 88.3% | 91.6%-3.3pp | 82.6%+5.8pp | 73.2%+15.1pp |
| Annual return | 20.91% | 25.62%-4.7pp | 26.82%-5.9pp | 32.57%-11.7pp |
| Employer contribution / active EE | $3,231 | $4,957-34.8% | $4,213-23.3% | $2,504+29.0% |
| Participant deferral / active EE | $7,330 | $8,141-10.0% | $5,502+33.2% | $3,967+84.7% |
| Admin fee / account holder | $74 | $103-28.0% | $6,559-98.9% | $100-26.2% |