Filed May 13, 2022 (most recent of 2 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 04-2647786 | Loan Processing | $18,446 |
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 | $52,646 | $56,640-7.1% | $80,975-35.0% | $57,658-8.7% |
| Participation rate | 94.4% | 75.9%+18.6pp | 75.8%+18.6pp | 70.2%+24.2pp |
| Annual return | 6.49% | 19.97%-13.5pp | 17.10%-10.6pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,759 | $2,085+32.3% | $3,714-25.7% | $1,974+39.8% |
| Participant deferral / active EE | $5,954 | $4,944+20.4% | $5,696+4.5% | $3,061+94.5% |
| Admin fee / account holder | $50 | $87-43.1% | $5,516-99.1% | $95-47.5% |