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 | $130,291 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $22,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,260 | $241,101-75.0% | $103,333-41.7% | $199,593-69.8% |
| Participation rate | 89.5% | 78.3%+11.2pp | 74.5%+15.0pp | 72.0%+17.5pp |
| Annual return | 15.57% | 17.80%-2.2pp | 24.88%-9.3pp | 34.25%-18.7pp |
| Employer contribution / active EE | $3,393 | $4,244-20.1% | $3,868-12.3% | $3,034+11.8% |
| Participant deferral / active EE | $6,051 | $3,958+52.9% | $5,057+19.6% | $5,087+19.0% |
| Admin fee / account holder | $100 | $288-65.3% | $8,355-98.8% | $269-62.8% |