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 | $8,436 |
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 | $49,345 | $44,221+11.6% | $121,196-59.3% | $56,287-12.3% |
| Participation rate | 94.5% | 61.1%+33.4pp | 71.7%+22.7pp | 69.9%+24.6pp |
| Annual return | -2.80% | -3.58%+0.8pp | 16.93%-19.7pp | -9.96%+7.2pp |
| Employer contribution / active EE | $1,730 | $1,480+16.9% | $4,022-57.0% | $2,111-18.0% |
| Participant deferral / active EE | $2,922 | $2,521+15.9% | $3,344-12.6% | $3,350-12.8% |
| Admin fee / account holder | $35 | $480-92.7% | $5,019-99.3% | $521-93.3% |