Filed December 17, 2024 (most recent of 2 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 | $1,613 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,386 | $73,102+18.2% | $123,544-30.1% | $56,287+53.5% |
| Participation rate | 98.9% | 74.3%+24.6pp | 82.3%+16.6pp | 69.9%+29.0pp |
| Annual return | -8.15% | 3.01%-11.2pp | 119.20%-127.3pp | -9.96%+1.8pp |
| Employer contribution / active EE | $4,945 | $2,977+66.1% | $4,628+6.9% | $2,111+134.2% |
| Participant deferral / active EE | $7,333 | $5,423+35.2% | $6,426+14.1% | $3,350+118.9% |
| Admin fee / account holder | $14 | $554-97.5% | $9,284-99.9% | $521-97.3% |