Filed September 19, 2016 (most recent of 2 filings on file)
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 | $206,721 |
MERCER9+ years Service code 16 · EIN 30-0282430 | Consulting | $96,055 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,523 | $122,186+105.0% | $146,958+70.5% | $199,593+25.5% |
| Participation rate | 96.9% | 78.3%+18.6pp | 82.2%+14.7pp | 72.0%+24.9pp |
| Annual return | 16.87% | 30.56%-13.7pp | 418.34%-401.5pp | 34.25%-17.4pp |
| Employer contribution / active EE | $16,443 | $4,093+301.7% | $4,933+233.3% | $3,034+441.9% |
| Participant deferral / active EE | $18,242 | $8,502+114.6% | $8,070+126.0% | $5,087+258.6% |
| Admin fee / account holder | $52 | $179-71.1% | $12,998-99.6% | $269-80.8% |