Filed May 6, 2022
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 6-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 27 · EIN 35-2552359 | Advisory (Plan) | $62,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,453 | $88,634-10.4% | $101,326-21.6% | $74,304+6.9% |
| Participation rate | 94.4% | 76.9%+17.6pp | 81.5%+12.9pp | 60.3%+34.1pp |
| Annual return | 21.75% | 33.10%-11.4pp | 36.82%-15.1pp | 29.43%-7.7pp |
| Employer contribution / active EE | $7,794 | $2,930+166.0% | $3,665+112.6% | $2,241+247.7% |
| Participant deferral / active EE | $18,446 | $7,322+151.9% | $7,994+130.8% | $3,767+389.6% |
| Admin fee / account holder | $285 | $2,425-88.2% | $11,185-97.4% | $2,969-90.4% |