Filed March 5, 2021 (most recent of 5 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 | $217,487 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $38,446 |
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 | $100,479 | $53,565+87.6% | $172,739-41.8% | $82,204+22.2% |
| Participation rate | 76.5% | 69.6%+6.8pp | 82.6%-6.2pp | 73.4%+3.1pp |
| Annual return | 23.70% | 31.42%-7.7pp | 802.84%-779.1pp | 26.31%-2.6pp |
| Employer contribution / active EE | $2,402 | $1,857+29.4% | $5,143-53.3% | $2,707-11.3% |
| Participant deferral / active EE | $4,223 | $3,006+40.5% | $5,198-18.8% | $4,246-0.5% |
| Admin fee / account holder | $28 | $61-54.3% | $13,954-99.8% | $76-62.9% |