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 | $26,273 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,336 | $100,227-2.9% | $169,993-42.7% | $74,419+30.8% |
| Participation rate | 98.3% | 87.3%+11.0pp | 87.0%+11.3pp | 70.7%+27.6pp |
| Annual return | 15.32% | 66.08%-50.8pp | 53.37%-38.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $5,452 | $4,263+27.9% | $6,785-19.7% | $2,637+106.7% |
| Participant deferral / active EE | $5,126 | $7,143-28.2% | $10,408-50.8% | $4,528+13.2% |
| Admin fee / account holder | $102 | $234-56.6% | $12,815-99.2% | $348-70.8% |