Filed August 21, 2024
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 04-2647786 | Loan Processing | $5,101 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,215 | $45,602+5.7% | $117,472-59.0% | $66,914-27.9% |
| Participation rate | 94.2% | 57.6%+36.6pp | 70.6%+23.6pp | 69.8%+24.4pp |
| Annual return | -16.16% | -16.74%+0.6pp | 29.74%-45.9pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,539 | $1,579-2.5% | $4,176-63.2% | $2,544-39.5% |
| Participant deferral / active EE | $6,879 | $2,845+141.8% | $4,070+69.0% | $4,237+62.3% |
| Admin fee / account holder | $36 | $661-94.6% | $5,645-99.4% | $593-94.0% |