Filed December 13, 2018
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.
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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 | $34,741 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,612 | $93,182+219.4% | $146,665+102.9% | $79,386+274.9% |
| Participation rate | 99.3% | 76.4%+22.9pp | 80.1%+19.3pp | 70.7%+28.6pp |
| Annual return | 15.44% | 21.61%-6.2pp | 22.74%-7.3pp | 116.85%-101.4pp |
| Employer contribution / active EE | $16,930 | $2,420+599.7% | $4,136+309.3% | $2,427+597.4% |
| Participant deferral / active EE | $9,311 | $4,169+123.3% | $5,506+69.1% | $4,046+130.2% |
| Admin fee / account holder | $159 | $585-72.8% | $10,280-98.4% | $626-74.6% |