Filed December 22, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,557 | $104,475-12.4% | $159,436-42.6% | $79,386+15.3% |
| Participation rate | 96.7% | 76.6%+20.1pp | 82.8%+13.9pp | 70.7%+26.0pp |
| Annual return | 15.87% | 67.95%-52.1pp | 263.57%-247.7pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,181 | $3,417-36.2% | $4,829-54.8% | $2,427-10.2% |
| Participant deferral / active EE | $8,087 | $6,467+25.0% | $7,352+10.0% | $4,046+99.9% |
| Admin fee / account holder | $168 | $711-76.4% | $10,799-98.4% | $626-73.2% |