Filed February 24, 2016 (most recent of 4 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 28 · EIN 20-8874282 | Investment Management | $24,000 |
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 | $67,746 | $43,999+54.0% | $79,464-14.7% | $55,725+21.6% |
| Participation rate | 98.8% | 66.9%+31.9pp | 73.3%+25.4pp | 70.9%+27.9pp |
| Annual return | 9.39% | 1.81%+7.6pp | 718.14%-708.7pp | 244.93%-235.5pp |
| Employer contribution / active EE | $4,028 | $1,830+120.2% | $2,800+43.8% | $2,078+93.8% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $27 | $118-77.1% | $5,113-99.5% | $115-76.6% |