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 | $20,685 |
BIDDLE CAPITAL MANAGEMENT4 years Filed as: BIDDLE CAPITAL MANAGEMENT INC Service code 27 · EIN 52-2044910 | Advisory (Plan) | $20,018 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,699 | $130,194-69.5% | $169,993-76.6% | $71,457-44.4% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.0%+10.5pp | 67.9%+29.6pp |
| Annual return | 17.55% | 20.37%-2.8pp | 53.37%-35.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,319 | $4,381-47.1% | $6,785-65.8% | $2,588-10.4% |
| Participant deferral / active EE | $4,175 | $6,923-39.7% | $10,408-59.9% | $4,289-2.7% |
| Admin fee / account holder | $273 | $966-71.7% | $12,815-97.9% | $1,587-82.8% |