Filed November 1, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,307 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,250 | $58,879-74.1% | $178,490-91.5% | $73,488-79.2% |
| Participation rate | 92.4% | 66.2%+26.2pp | 81.9%+10.4pp | 70.7%+21.7pp |
| Annual return | 21.18% | 24.86%-3.7pp | 151.07%-129.9pp | 28.51%-7.3pp |
| Employer contribution / active EE | $723 | $2,236-67.7% | $5,011-85.6% | $2,270-68.2% |
| Participant deferral / active EE | $3,563 | $2,567+38.8% | $5,202-31.5% | $3,740-4.7% |
| Admin fee / account holder | $42 | $400-89.5% | $13,984-99.7% | $513-91.8% |