Filed September 19, 2016 (most recent of 2 filings on file)
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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.
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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 | $246,936 |
MERCER8+ years Service code 16 · EIN 30-0282430 | Consulting | $111,672 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,402 | $107,459+80.9% | $135,903+43.0% | $80,160+142.5% |
| Participation rate | 98.4% | 78.0%+20.4pp | 81.9%+16.5pp | 72.9%+25.5pp |
| Annual return | 22.14% | 91.91%-69.8pp | 68.23%-46.1pp | 40.38%-18.2pp |
| Employer contribution / active EE | $13,658 | $3,877+252.3% | $4,856+181.3% | $2,978+358.7% |
| Participant deferral / active EE | $16,726 | $8,195+104.1% | $7,758+115.6% | $5,017+233.4% |
| Admin fee / account holder | $59 | $127-53.9% | $10,762-99.5% | $145-59.6% |