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 | $21,149 |
BIDDLE CAPITAL MANAGEMENT2 years Filed as: BIDDLE CAPITAL MANAGEMENT INC Service code 27 · EIN 52-2044910 | Advisory (Plan) | $18,180 |
Participant contribution per participant 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 | $35,115 | $121,341-71.1% | $189,513-81.5% | $79,386-55.8% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.8%+11.3pp | 70.7%+28.4pp |
| Annual return | 17.12% | 21.08%-4.0pp | 555.15%-538.0pp | 116.85%-99.7pp |
| Employer contribution / active EE | $1,851 | $3,915-52.7% | $6,162-70.0% | $2,427-23.7% |
| Participant deferral / active EE | $3,499 | $6,395-45.3% | $8,221-57.4% | $4,046-13.5% |
| Admin fee / account holder | $255 | $651-60.8% | $12,045-97.9% | $626-59.2% |