Filed November 20, 2019 (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 | $913 |
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 | $66,057 | $136,307-51.5% | $177,821-62.9% | $73,488-10.1% |
| Participation rate | 91.0% | 86.1%+4.9pp | 87.7%+3.3pp | 70.7%+20.3pp |
| Annual return | 24.87% | 18.68%+6.2pp | 48.32%-23.5pp | 28.51%-3.6pp |
| Employer contribution / active EE | $2,519 | $3,712-32.1% | $5,918-57.4% | $2,270+10.9% |
| Participant deferral / active EE | $4,063 | $5,829-30.3% | $7,714-47.3% | $3,740+8.6% |
| Admin fee / account holder | $7 | $596-98.8% | $12,427-99.9% | $513-98.6% |