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 | -$141,275 |
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 | $70,467 | $95,776-26.4% | $162,163-56.5% | $77,787-9.4% |
| Participation rate | 97.2% | 88.6%+8.6pp | 87.6%+9.7pp | 73.2%+24.0pp |
| Annual return | 25.15% | 37.03%-11.9pp | 115.59%-90.4pp | 32.57%-7.4pp |
| Employer contribution / active EE | $4,254 | $3,874+9.8% | $5,614-24.2% | $2,504+69.8% |
| Participant deferral / active EE | $3,658 | $6,125-40.3% | $7,298-49.9% | $3,967-7.8% |
| Admin fee / account holder | -$61 | $88-169.2% | $10,843-100.6% | $100-160.7% |