Filed February 2, 2024
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 27 · EIN 47-1411118 | Advisory (Plan) | $20,276 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,599 |
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 | $74,302 | $136,307-45.5% | $177,821-58.2% | $73,488+1.1% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.7%+8.9pp | 70.7%+26.0pp |
| Annual return | 14.49% | 18.68%-4.2pp | 48.32%-33.8pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,717 | $3,712-53.7% | $5,918-71.0% | $2,270-24.4% |
| Participant deferral / active EE | $4,790 | $5,829-17.8% | $7,714-37.9% | $3,740+28.1% |
| Admin fee / account holder | $238 | $596-60.1% | $12,427-98.1% | $513-53.6% |