Filed December 22, 2021 (most recent of 2 filings on file)
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 | $68,528 |
Service code 27 · EIN 82-4516448 | Advisory (Plan) | $34,986 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,364 | $50,815+132.9% | $155,509-23.9% | $77,643+52.4% |
| Participation rate | 93.9% | 63.1%+30.8pp | 78.2%+15.7pp | 70.6%+23.3pp |
| Annual return | 17.33% | 34.80%-17.5pp | 64.67%-47.3pp | 31.24%-13.9pp |
| Employer contribution / active EE | $4,629 | $1,993+132.3% | $4,672-0.9% | $2,726+69.8% |
| Participant deferral / active EE | $9,926 | $2,822+251.7% | $5,626+76.4% | $4,647+113.6% |
| Admin fee / account holder | $144 | $437-67.0% | $15,912-99.1% | $430-66.6% |