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 | $3,861 |
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 | $84,510 | $59,186+42.8% | $76,768+10.1% | $56,287+50.1% |
| Participation rate | 92.3% | 75.2%+17.1pp | 77.0%+15.3pp | 69.9%+22.5pp |
| Annual return | -4.85% | 6.62%-11.5pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,324 | $1,759-24.7% | $2,485-46.7% | $2,111-37.3% |
| Participant deferral / active EE | $6,883 | $3,255+111.5% | $3,852+78.7% | $3,350+105.5% |
| Admin fee / account holder | $39 | $489-92.1% | $6,675-99.4% | $521-92.6% |