Filed March 17, 2021 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $31,584 |
Annual investment return 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 | $109,990 | $98,982+11.1% | $162,163-32.2% | $65,185+68.7% |
| Participation rate | 88.1% | 85.8%+2.3pp | 87.6%+0.6pp | 70.2%+17.9pp |
| Annual return | 16.66% | 24.84%-8.2pp | 115.59%-98.9pp | 29.38%-12.7pp |
| Employer contribution / active EE | $5,583 | $3,467+61.1% | $5,614-0.5% | $2,177+156.5% |
| Participant deferral / active EE | $3,601 | $5,384-33.1% | $7,298-50.7% | $3,514+2.5% |
| Admin fee / account holder | $4 | $596-99.4% | $10,843-100.0% | $847-99.6% |