Filed April 23, 2024 (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 37 · EIN 04-2647786 | Loan Processing | $256,715 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,888 | $44,007+17.9% | $154,107-66.3% | $68,904-24.7% |
| Participation rate | 85.6% | 70.0%+15.6pp | 83.0%+2.6pp | 74.1%+11.5pp |
| Annual return | 7.99% | 8.15%-0.2pp | 735.12%-727.1pp | 1.07%+6.9pp |
| Employer contribution / active EE | $684 | $1,732-60.5% | $5,298-87.1% | $2,540-73.1% |
| Participant deferral / active EE | $421 | $2,813-85.0% | $5,081-91.7% | $4,015-89.5% |
| Admin fee / account holder | $22 | $65-66.6% | $13,411-99.8% | $71-69.7% |