Filed April 16, 2018
Total covered: 4 employees
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 26 · EIN 71-0294708 | Advisory (Participants) | $1,825 |
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 | $33,909 | $50,464-32.8% | $75,781-55.3% | $52,331-35.2% |
| Participation rate | 82.4% | 66.8%+15.6pp | 75.8%+6.5pp | 68.1%+14.2pp |
| Annual return | 0.89% | 1.03%-0.1pp | 9.68%-8.8pp | 4.54%-3.7pp |
| Employer contribution / active EE | $3,252 | $1,988+63.6% | $3,323-2.1% | $1,882+72.8% |
| Participant deferral / active EE | $2,676 | $2,570+4.1% | $3,651-26.7% | $3,022-11.4% |
| Admin fee / account holder | $26 | $1,103-97.6% | $5,299-99.5% | $592-95.6% |