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 | $9,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,252 | $98,727+36.0% | $113,168+18.6% | $85,563+56.9% |
| Participation rate | 98.0% | 80.8%+17.2pp | 76.6%+21.4pp | 66.0%+32.0pp |
| Annual return | 15.46% | 17.43%-2.0pp | 24.27%-8.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $1,751 | $2,907-39.8% | $2,975-41.1% | $2,654-34.0% |
| Participant deferral / active EE | $6,326 | $5,424+16.6% | $5,107+23.9% | $4,375+44.6% |
| Admin fee / account holder | $125 | $357-64.9% | $12,068-99.0% | $834-85.0% |