Filed March 19, 2015 (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 13 · EIN 42-0127290 | Contract Administrator | $117,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,867 | $84,000+35.6% | $119,609-4.8% | $77,904+46.2% |
| Participation rate | 98.3% | 77.8%+20.4pp | 79.3%+19.0pp | 73.7%+24.6pp |
| Annual return | -14.97% | -11.59%-3.4pp | -14.97%0pp | 12.21%-27.2pp |
| Employer contribution / active EE | $6,172 | $2,907+112.3% | $4,232+45.9% | $2,848+116.8% |
| Participant deferral / active EE | $7,587 | $4,705+61.3% | $5,602+35.4% | $4,806+57.9% |
| Admin fee / account holder | $62 | $116-46.1% | $10,323-99.4% | $133-52.9% |