Filed January 7, 2020
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 16 · EIN 47-1411118 | Consulting | $70,942 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,961 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,181 | $58,290+198.8% | $98,442+76.9% | $86,799+100.7% |
| Participation rate | 82.8% | 68.3%+14.5pp | 73.3%+9.5pp | 72.3%+10.5pp |
| Annual return | 15.09% | 43.48%-28.4pp | 1492.73%-1477.6pp | 97.91%-82.8pp |
| Employer contribution / active EE | $5,538 | $2,008+175.8% | $2,960+87.1% | $2,405+130.2% |
| Participant deferral / active EE | $7,987 | $3,152+153.4% | $4,276+86.8% | $4,131+93.3% |
| Admin fee / account holder | $45 | $138-67.3% | $5,949-99.2% | $170-73.5% |