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 | $122,080 |
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 | $158,915 | $187,277-15.1% | $112,977+40.7% | $90,288+76.0% |
| Participation rate | 85.4% | 91.6%-6.2pp | 82.6%+2.8pp | 73.4%+12.0pp |
| Annual return | 12.21% | 26.33%-14.1pp | 24.24%-12.0pp | 53.97%-41.8pp |
| Employer contribution / active EE | $3,598 | $5,263-31.6% | $4,255-15.4% | $2,524+42.6% |
| Participant deferral / active EE | $8,208 | $8,833-7.1% | $5,836+40.7% | $4,232+93.9% |
| Admin fee / account holder | $89 | $102-12.7% | $6,294-98.6% | $114-22.3% |