Filed November 3, 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 |
|---|---|---|
Filed as: INTELLICENTS INVEST SOLUTIONS INC Service code 27 · EIN 41-1812533 | Advisory (Plan) | $80,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,846 | $88,982+29.1% | $102,438+12.1% | $77,671+47.9% |
| Participation rate | 96.9% | 80.9%+16.0pp | 76.5%+20.5pp | 70.6%+26.4pp |
| Annual return | 14.06% | 25.01%-10.9pp | 29.37%-15.3pp | 31.21%-17.1pp |
| Employer contribution / active EE | $2,302 | $2,698-14.7% | $3,024-23.9% | $2,726-15.6% |
| Participant deferral / active EE | $7,640 | $5,144+48.5% | $5,054+51.2% | $4,648+64.4% |
| Admin fee / account holder | $123 | $236-48.0% | $9,448-98.7% | $430-71.5% |