Filed June 3, 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 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 27 · EIN 47-1411118 | Advisory (Plan) | $29,161 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,440 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $10,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,731 | $62,127+28.3% | $81,382-2.0% | $74,495+7.0% |
| Participation rate | 86.4% | 64.0%+22.4pp | 69.5%+17.0pp | 67.2%+19.2pp |
| Annual return | 14.23% | 16.48%-2.3pp | 24.73%-10.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,705 | $1,882+96.8% | $2,463+50.4% | $2,623+41.2% |
| Participant deferral / active EE | $6,406 | $3,229+98.4% | $3,883+65.0% | $4,346+47.4% |
| Admin fee / account holder | $225 | $1,934-88.4% | $5,768-96.1% | $1,942-88.4% |