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 | -$104,421 |
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 | $36,795 | $48,835-24.7% | $170,442-78.4% | $177,276-79.2% |
| Participation rate | 96.1% | 72.1%+24.1pp | 83.6%+12.5pp | 74.8%+21.3pp |
| Annual return | 18.13% | 19.44%-1.3pp | 205.93%-187.8pp | 21.25%-3.1pp |
| Employer contribution / active EE | $3,588 | $1,798+99.5% | $5,433-34.0% | $2,479+44.7% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | -$14 | $52-127.8% | $13,880-100.1% | $154-109.4% |