Filed April 26, 2021 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,671 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,882 | $101,523+17.1% | $141,162-15.8% | $77,787+52.8% |
| Participation rate | 91.9% | 77.4%+14.5pp | 82.5%+9.4pp | 73.2%+18.7pp |
| Annual return | 2.46% | 56.22%-53.8pp | 71.39%-68.9pp | 32.57%-30.1pp |
| Employer contribution / active EE | $6,662 | $3,341+99.4% | $4,735+40.7% | $2,504+166.0% |
| Participant deferral / active EE | $7,174 | $6,434+11.5% | $6,709+6.9% | $3,967+80.8% |
| Admin fee / account holder | $5 | $92-94.5% | $10,261-100.0% | $100-95.0% |