Filed May 2, 2017
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 | -$26,217 |
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 | $171,626 | $60,396+184.2% | $111,392+54.1% | $56,287+204.9% |
| Participation rate | 97.7% | 72.4%+25.3pp | 78.9%+18.8pp | 69.9%+27.8pp |
| Annual return | -6.92% | 20.26%-27.2pp | -2.06%-4.9pp | -9.96%+3.0pp |
| Employer contribution / active EE | $12,786 | $3,459+269.6% | $4,328+195.4% | $2,111+505.7% |
| Participant deferral / active EE | $15,040 | $4,421+240.2% | $5,567+170.2% | $3,350+349.0% |
| Admin fee / account holder | -$86 | $610-114.1% | $12,266-100.7% | $521-116.5% |