Filed December 8, 2017 (most recent of 4 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 13 · EIN 42-0127290 | Contract Administrator | $523,281 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,096 | $117,739-23.5% | $145,661-38.1% | $117,739-23.5% |
| Participation rate | 92.0% | 76.6%+15.4pp | 77.2%+14.8pp | 76.6%+15.4pp |
| Annual return | 16.34% | 17.29%-0.9pp | 101.46%-85.1pp | 17.29%-0.9pp |
| Employer contribution / active EE | $3,386 | $3,746-9.6% | $4,238-20.1% | $3,746-9.6% |
| Participant deferral / active EE | $5,857 | $6,128-4.4% | $7,198-18.6% | $6,128-4.4% |
| Admin fee / account holder | $54 | $112-51.5% | $12,466-99.6% | $112-51.5% |