Filed September 11, 2018 (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 37 · EIN 04-2647786 | Loan Processing | $11,979 |
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 | $54,639 | $37,134+47.1% | $100,671-45.7% | $52,331+4.4% |
| Participation rate | 99.3% | 57.7%+41.7pp | 70.7%+28.6pp | 68.1%+31.2pp |
| Annual return | 3.47% | 0.10%+3.4pp | 20.43%-17.0pp | 4.54%-1.1pp |
| Employer contribution / active EE | $3,180 | $1,187+167.8% | $4,012-20.7% | $1,882+69.0% |
| Participant deferral / active EE | $3,267 | $2,163+51.0% | $3,144+3.9% | $3,022+8.1% |
| Admin fee / account holder | $61 | $467-86.8% | $4,850-98.7% | $592-89.6% |