Filed May 14, 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 | $11,356 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,298 |
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 | $20,737 | $56,443-63.3% | $83,848-75.3% | $55,725-62.8% |
| Participation rate | 92.4% | 72.0%+20.3pp | 76.1%+16.2pp | 70.9%+21.5pp |
| Annual return | -5.40% | 393.67%-399.1pp | 850.88%-856.3pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,531 | $2,682-42.9% | $3,631-57.8% | $2,078-26.3% |
| Participant deferral / active EE | $3,014 | $2,965+1.7% | $4,082-26.2% | $3,356-10.2% |
| Admin fee / account holder | $43 | $156-72.8% | $5,478-99.2% | $115-63.1% |