Filed February 21, 2024 (most recent of 6 filings on file)
Total covered: 2 employees
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 | $24,745 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,029 | $86,897-2.1% | $151,611-43.9% | $64,808+31.2% |
| Participation rate | 98.9% | 87.3%+11.7pp | 87.5%+11.4pp | 71.5%+27.5pp |
| Annual return | -11.83% | -3.57%-8.3pp | 3.33%-15.2pp | 32.82%-44.7pp |
| Employer contribution / active EE | $4,954 | $4,010+23.5% | $6,166-19.7% | $2,506+97.7% |
| Participant deferral / active EE | $4,695 | $6,690-29.8% | $8,363-43.9% | $4,310+8.9% |
| Admin fee / account holder | $75 | $153-50.7% | $11,616-99.4% | $188-59.9% |