Filed December 20, 2018 (most recent of 3 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 | -$315,596 |
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 | $30,294 | $63,964-52.6% | $147,614-79.5% | $67,505-55.1% |
| Participation rate | 89.9% | 68.6%+21.3pp | 84.6%+5.3pp | 71.2%+18.7pp |
| Annual return | -0.11% | 9.05%-9.2pp | 61.98%-62.1pp | 6.52%-6.6pp |
| Employer contribution / active EE | $3,227 | $1,618+99.4% | $5,564-42.0% | $2,173+48.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | -$51 | $43-219.6% | $11,611-100.4% | $56-191.1% |