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 | $27,500 |
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 | $91,280 | $58,290+56.6% | $98,442-7.3% | $86,799+5.2% |
| Participation rate | 96.9% | 68.3%+28.5pp | 73.3%+23.5pp | 72.3%+24.6pp |
| Annual return | 27.26% | 43.48%-16.2pp | 1492.73%-1465.5pp | 97.91%-70.6pp |
| Employer contribution / active EE | $5,113 | $2,008+154.7% | $2,960+72.7% | $2,405+112.5% |
| Participant deferral / active EE | $0 | $3,152-100.0% | $4,276-100.0% | $4,131-100.0% |
| Admin fee / account holder | $30 | $138-78.2% | $5,949-99.5% | $170-82.3% |