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 9-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 | $47,604 |
Filed as: FINANCIAL PLANNING CONCEPTS OF Service code 27 · EIN 13-3573976 | Advisory (Plan) | $6,642 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,374 | $88,515-61.2% | $162,163-78.8% | $67,579-49.1% |
| Participation rate | 77.2% | 86.8%-9.6pp | 87.6%-10.4pp | 71.3%+5.9pp |
| Annual return | 122.13% | 27.04%+95.1pp | 115.59%+6.5pp | 378.56%-256.4pp |
| Employer contribution / active EE | $2,623 | $3,563-26.4% | $5,614-53.3% | $2,148+22.1% |
| Participant deferral / active EE | $4,498 | $5,724-21.4% | $7,298-38.4% | $3,539+27.1% |
| Admin fee / account holder | $202 | $124+63.1% | $10,843-98.1% | $142+41.8% |