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 | $7,750 |
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 | $112,327 | $58,290+92.7% | $98,442+14.1% | $86,799+29.4% |
| Participation rate | 95.5% | 68.3%+27.1pp | 73.3%+22.1pp | 72.3%+23.2pp |
| Annual return | 24.30% | 43.48%-19.2pp | 1492.73%-1468.4pp | 97.91%-73.6pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,953 | $3,152+88.9% | $4,276+39.2% | $4,131+44.1% |
| Admin fee / account holder | $18 | $138-86.6% | $5,949-99.7% | $170-89.1% |