Filed March 2, 2020 (most recent of 2 filings on file)
Total covered: 227 employees
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 | $13,318 |
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 | $235,700 | $143,368+64.4% | $87,100+170.6% | $89,569+163.1% |
| Participation rate | 98.9% | 88.2%+10.7pp | 76.9%+22.1pp | 69.6%+29.4pp |
| Annual return | 22.32% | 28.55%-6.2pp | 28.19%-5.9pp | 34.56%-12.2pp |
| Employer contribution / active EE | $8,158 | $4,012+103.3% | $2,521+223.6% | $2,584+215.7% |
| Participant deferral / active EE | $7,277 | $7,129+2.1% | $4,049+79.7% | $4,220+72.4% |
| Admin fee / account holder | $19 | $61-68.1% | $7,497-99.7% | $72-72.9% |