Filed December 7, 2023
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 37 · EIN 04-2647786 | Loan Processing | $56,265 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,298 | $108,617+6.2% | $108,410+6.4% | $93,030+23.9% |
| Participation rate | 94.9% | 83.1%+11.7pp | 80.1%+14.7pp | 73.9%+21.0pp |
| Annual return | 20.17% | 21.63%-1.5pp | 905.27%-885.1pp | 158.70%-138.5pp |
| Employer contribution / active EE | $3,626 | $3,249+11.6% | $3,558+1.9% | $2,706+34.0% |
| Participant deferral / active EE | $12,012 | $7,885+52.3% | $6,563+83.0% | $4,562+163.3% |
| Admin fee / account holder | $37 | $94-60.6% | $7,295-99.5% | $152-75.7% |