Filed September 12, 2023
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 | $217,827 |
Form 5500 reported that benefits due were not provided when due.
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 | $134,196 | $105,190+27.6% | $98,907+35.7% | $90,288+48.6% |
| Participation rate | 92.5% | 86.4%+6.1pp | 76.0%+16.4pp | 73.4%+19.1pp |
| Annual return | 20.13% | 18.52%+1.6pp | 196.43%-176.3pp | 53.97%-33.8pp |
| Employer contribution / active EE | $3,162 | $3,831-17.4% | $2,689+17.6% | $2,524+25.3% |
| Participant deferral / active EE | $6,962 | $5,616+24.0% | $4,244+64.0% | $4,232+64.5% |
| Admin fee / account holder | $60 | $97-37.9% | $6,642-99.1% | $114-47.0% |