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 | $44,992 |
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 | $187,082 | $91,762+103.9% | $67,502+177.1% | $77,643+141.0% |
| Participation rate | 70.0% | 75.9%-5.9pp | 72.9%-2.8pp | 70.6%-0.5pp |
| Annual return | 13.99% | 14.87%-0.9pp | 3512.12%-3498.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $4,248 | $3,181+33.6% | $2,731+55.6% | $2,726+55.9% |
| Participant deferral / active EE | $5,775 | $3,903+48.0% | $4,000+44.4% | $4,647+24.3% |
| Admin fee / account holder | $138 | $176-21.3% | $3,998-96.5% | $430-67.8% |