Filed November 5, 2024 (most recent of 3 filings on file)
Total covered: 5 employees
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.
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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 | $32,055 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $31,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,959 | $132,049-44.0% | $200,582-63.1% | $74,304-0.5% |
| Participation rate | 76.4% | 84.1%-7.7pp | 86.9%-10.5pp | 60.3%+16.0pp |
| Annual return | 16.35% | 22.22%-5.9pp | 42.33%-26.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,956 | $4,558-35.1% | $6,419-53.9% | $2,241+31.9% |
| Participant deferral / active EE | $3,999 | $7,213-44.6% | $9,331-57.1% | $3,767+6.1% |
| Admin fee / account holder | $271 | $2,405-88.7% | $16,305-98.3% | $2,969-90.9% |