Filed November 17, 2017 (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 19 · EIN 51-0396365 | Securities Custodian | $46,643 |
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 | $133,587 | $95,542+39.8% | $69,455+92.3% | $67,579+97.7% |
| Participation rate | 73.9% | 79.4%-5.4pp | 74.6%-0.7pp | 71.3%+2.6pp |
| Annual return | 22.00% | 17.67%+4.3pp | 28.97%-7.0pp | 378.56%-356.6pp |
| Employer contribution / active EE | $2,388 | $2,989-20.1% | $2,779-14.1% | $2,148+11.2% |
| Participant deferral / active EE | $3,340 | $3,263+2.4% | $3,535-5.5% | $3,539-5.6% |
| Admin fee / account holder | $121 | $90+35.2% | $3,839-96.8% | $142-14.6% |