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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 | -$4,051 |
Employer 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 | $141,592 | $75,183+88.3% | $123,892+14.3% | $55,167+156.7% |
| Participation rate | 79.9% | 72.8%+7.1pp | 81.4%-1.5pp | 69.0%+10.9pp |
| Annual return | 7.72% | 19.01%-11.3pp | 47.52%-39.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $12,937 | $5,084+154.4% | $5,984+116.2% | $3,054+323.6% |
| Admin fee / account holder | $1 | $663-99.9% | $8,357-100.0% | $504-99.8% |