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 | -$103,992 |
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 | $31,449 | $43,110-27.0% | $156,549-79.9% | $65,292-51.8% |
| Participation rate | 89.1% | 69.3%+19.8pp | 84.0%+5.1pp | 72.4%+16.7pp |
| Annual return | 7.95% | 11.24%-3.3pp | 32.23%-24.3pp | 11.84%-3.9pp |
| Employer contribution / active EE | $3,124 | $1,702+83.6% | $5,501-43.2% | $2,302+35.7% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | -$15 | $47-132.2% | $13,027-100.1% | $57-126.5% |