Filed June 26, 2025 (most recent of 3 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.
See the 10-year trajectory with Solo.
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 | $23,994 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,311 | $69,763+277.4% | $67,502+290.1% | $74,495+253.5% |
| Participation rate | 97.4% | 71.4%+26.1pp | 72.9%+24.5pp | 67.2%+30.2pp |
| Annual return | 12.79% | -40.34%+53.1pp | 3512.12%-3499.3pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $13,263 | $2,704+390.5% | $2,731+385.7% | $2,623+405.6% |
| Participant deferral / active EE | $15,945 | $3,636+338.6% | $4,000+298.6% | $4,346+266.9% |
| Admin fee / account holder | $133 | $896-85.2% | $3,998-96.7% | $1,942-93.2% |