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 | $37,993 |
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 | $176,373 | $65,557+169.0% | $64,056+175.3% | $71,457+146.8% |
| Participation rate | 84.0% | 73.2%+10.9pp | 72.3%+11.7pp | 67.9%+16.1pp |
| Annual return | 17.01% | 18.94%-1.9pp | 33.69%-16.7pp | 28.85%-11.8pp |
| Employer contribution / active EE | $4,979 | $2,669+86.6% | $2,747+81.3% | $2,588+92.4% |
| Participant deferral / active EE | $6,293 | $3,626+73.6% | $3,880+62.2% | $4,289+46.7% |
| Admin fee / account holder | $117 | $616-81.1% | $3,068-96.2% | $1,587-92.7% |