Filed March 28, 2018
Total covered: 12 employees
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 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $140,593 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $37,064 | $45,382-18.3% | $154,107-75.9% | $75,289-50.8% |
| Participation rate | 72.0% | 65.9%+6.1pp | 83.0%-11.0pp | 72.4%-0.4pp |
| Annual return | -5.02% | -0.47%-4.6pp | 735.12%-740.1pp | -0.04%-5.0pp |
| Employer contribution / active EE | $923 | $1,533-39.8% | $5,298-82.6% | $2,405-61.6% |
| Participant deferral / active EE | $2,387 | $2,384+0.1% | $5,081-53.0% | $3,739-36.1% |
| Admin fee / account holder | $62 | $89-30.6% | $13,411-99.5% | $102-39.4% |