Filed September 15, 2016
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 | $1,600 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $88,818 | $94,529-6.0% | $140,016-36.6% | $64,186+38.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.81% | 7.77%-11.6pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,906 | $3,812-50.0% | $5,606-66.0% | $2,381-19.9% |
| Participant deferral / active EE | $5,424 | $5,250+3.3% | $6,927-21.7% | $3,470+56.3% |
| Admin fee / account holder | $13 | $6,741-99.8% | $10,705-99.9% | $4,888-99.7% |