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 | $25,750 |
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 | $69,726 | $54,237+28.6% | $90,281-22.8% | $67,579+3.2% |
| Participation rate | 98.6% | 68.6%+30.0pp | 73.3%+25.4pp | 71.3%+27.3pp |
| Annual return | 5.73% | 37.27%-31.5pp | 78.10%-72.4pp | 378.56%-372.8pp |
| Employer contribution / active EE | $4,907 | $1,846+165.8% | $2,854+71.9% | $2,148+128.5% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $28 | $123-77.2% | $5,351-99.5% | $142-80.2% |