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 | $2,843 |
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 | $50,720 | $63,156-19.7% | $122,332-58.5% | $62,292-18.6% |
| Participation rate | 93.3% | 60.0%+33.3pp | 71.6%+21.7pp | 69.5%+23.8pp |
| Annual return | 15.92% | 20.61%-4.7pp | 30.27%-14.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $2,445 | $1,385+76.6% | $4,050-39.6% | $2,042+19.7% |
| Participant deferral / active EE | $2,493 | $2,321+7.4% | $3,287-24.1% | $3,169-21.3% |
| Admin fee / account holder | $17 | $440-96.1% | $5,478-99.7% | $479-96.4% |