Filed April 18, 2024 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,278 |
Filed as: BIDDLE CAPITAL MANAGEMENT INC Service code 27 · EIN 52-2044910 | Advisory (Plan) | $15,037 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,110 | $136,307-77.2% | $177,821-82.5% | $73,488-57.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 11.52% | 18.68%-7.2pp | 48.32%-36.8pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,808 | $3,712-51.3% | $5,918-69.5% | $2,270-20.4% |
| Participant deferral / active EE | $4,402 | $5,829-24.5% | $7,714-42.9% | $3,740+17.7% |
| Admin fee / account holder | $231 | $596-61.2% | $12,427-98.1% | $513-54.9% |