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 | $20,030 |
BIDDLE CAPITAL MANAGEMENT3 years Filed as: BIDDLE CAPITAL MANAGEMENT INC Service code 27 · EIN 52-2044910 | Advisory (Plan) | $19,247 |
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 | $32,895 | $102,553-67.9% | $151,611-78.3% | $66,914-50.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.68% | -10.82%-4.9pp | 3.33%-19.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,989 | $4,180-52.4% | $6,166-67.7% | $2,544-21.8% |
| Participant deferral / active EE | $4,349 | $6,641-34.5% | $8,363-48.0% | $4,237+2.6% |
| Admin fee / account holder | $265 | $630-57.9% | $11,616-97.7% | $593-55.3% |