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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 | $33,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,723 | $81,537-62.3% | $149,718-79.5% | $69,631-55.9% |
| Participation rate | 53.9% | 86.1%-32.2pp | 87.1%-33.1pp | 70.7%-16.8pp |
| Annual return | 17.17% | 22.79%-5.6pp | 1501.63%-1484.5pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,396 | $3,239-56.9% | $5,445-74.4% | $2,032-31.3% |
| Participant deferral / active EE | $2,626 | $4,994-47.4% | $6,569-60.0% | $3,224-18.5% |
| Admin fee / account holder | $69 | $107-35.0% | $11,283-99.4% | $110-37.1% |