Filed June 4, 2020
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 | $98,400 |
PRIVATE CLIENT SERVICES LLC6 years Service code 27 · EIN 61-1383537 | Advisory (Plan) | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,181 | $88,480-32.0% | $96,683-37.8% | $80,160-24.9% |
| Participation rate | 83.5% | 79.9%+3.6pp | 74.3%+9.1pp | 72.9%+10.6pp |
| Annual return | 19.91% | 22.53%-2.6pp | 35.69%-15.8pp | 40.38%-20.5pp |
| Employer contribution / active EE | $2,940 | $4,176-29.6% | $3,737-21.3% | $2,978-1.3% |
| Participant deferral / active EE | $5,960 | $3,959+50.5% | $4,878+22.2% | $5,017+18.8% |
| Admin fee / account holder | $84 | $212-60.1% | $6,730-98.7% | $145-41.7% |