Filed April 18, 2019 (most recent of 2 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 | $4,344 |
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 | $64,767 | $54,320+19.2% | $67,652-4.3% | $52,331+23.8% |
| Participation rate | 94.6% | 73.6%+21.0pp | 75.7%+19.0pp | 68.1%+26.5pp |
| Annual return | -0.49% | 6.81%-7.3pp | 6625.04%-6625.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,094 | $1,544-29.1% | $2,266-51.7% | $1,882-41.9% |
| Participant deferral / active EE | $5,626 | $2,950+90.7% | $3,560+58.0% | $3,022+86.2% |
| Admin fee / account holder | $22 | $527-95.7% | $4,821-99.5% | $592-96.2% |