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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 | $840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,269 | $52,884+6.4% | $84,750-33.6% | $55,167+2.0% |
| Participation rate | 55.0% | 67.5%-12.6pp | 76.6%-21.6pp | 69.0%-14.0pp |
| Annual return | 18.57% | 18.03%+0.5pp | 22.78%-4.2pp | 169.23%-150.7pp |
| Employer contribution / active EE | $374 | $2,233-83.3% | $3,574-89.5% | $1,963-81.0% |
| Participant deferral / active EE | $2,663 | $2,644+0.7% | $3,712-28.2% | $3,054-12.8% |
| Admin fee / account holder | $9 | $581-98.5% | $5,332-99.8% | $504-98.2% |