Filed June 1, 2017
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 | $38,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,473 | $129,021-22.1% | $184,203-45.5% | $77,643+29.4% |
| Participation rate | 88.3% | 87.3%+1.0pp | 86.8%+1.5pp | 70.6%+17.7pp |
| Annual return | 16.72% | 33.27%-16.6pp | 28.81%-12.1pp | 31.24%-14.5pp |
| Employer contribution / active EE | $3,462 | $4,413-21.6% | $6,427-46.1% | $2,726+27.0% |
| Participant deferral / active EE | $6,355 | $7,297-12.9% | $9,131-30.4% | $4,647+36.8% |
| Admin fee / account holder | $41 | $254-83.7% | $13,901-99.7% | $430-90.4% |