Filed December 7, 2017
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 13 · EIN 42-0127290 | Contract Administrator | $20,451 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $95,145 | $38,365+148.0% | $84,611+12.5% | $65,185+46.0% |
| Participation rate | 86.9% | 55.7%+31.2pp | 68.2%+18.7pp | 70.2%+16.7pp |
| Annual return | 23.14% | 32.00%-8.9pp | 258.74%-235.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $5,354 | $1,258+325.4% | $2,652+101.9% | $2,177+146.0% |
| Participant deferral / active EE | $8,790 | $2,278+285.8% | $3,899+125.5% | $3,514+150.2% |
| Admin fee / account holder | $150 | $451-66.7% | $4,912-96.9% | $847-82.2% |