Filed October 17, 2024 (most recent of 2 filings on file)
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 35-0145825 | Loan Processing | $41,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,700 | $65,322-46.9% | $70,449-50.7% | $73,488-52.8% |
| Participation rate | 58.6% | 77.0%-18.4pp | 75.1%-16.5pp | 70.7%-12.1pp |
| Annual return | 13.87% | 15.71%-1.8pp | 109.03%-95.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,071 | $2,460-56.5% | $2,737-60.9% | $2,270-52.8% |
| Participant deferral / active EE | $2,020 | $3,375-40.2% | $3,709-45.5% | $3,740-46.0% |
| Admin fee / account holder | $31 | $214-85.7% | $3,845-99.2% | $513-94.0% |