Filed January 13, 2021 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $33,468 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,393 | $98,727+0.7% | $113,168-12.2% | $85,563+16.2% |
| Participation rate | 92.6% | 80.8%+11.8pp | 76.6%+16.0pp | 66.0%+26.6pp |
| Annual return | 15.01% | 17.43%-2.4pp | 24.27%-9.3pp | 31.51%-16.5pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $6,424 | $5,424+18.4% | $5,107+25.8% | $4,375+46.8% |
| Admin fee / account holder | $75 | $357-79.1% | $12,068-99.4% | $834-91.0% |