Filed November 27, 2019 (most recent of 7 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 | $49,906 |
Participant contribution per participant 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 | $61,581 | $89,274-31.0% | $149,718-58.9% | $77,958-21.0% |
| Participation rate | 97.9% | 87.6%+10.3pp | 87.1%+10.8pp | 71.6%+26.2pp |
| Annual return | 20.50% | 20.36%+0.1pp | 1501.63%-1481.1pp | 20.87%-0.4pp |
| Employer contribution / active EE | $3,942 | $3,727+5.8% | $5,445-27.6% | $2,310+70.6% |
| Participant deferral / active EE | $3,237 | $5,382-39.9% | $6,569-50.7% | $3,537-8.5% |
| Admin fee / account holder | $24 | $240-90.1% | $11,283-99.8% | $97-75.5% |