Filed April 18, 2024 (most recent of 3 filings on file)
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 | $40,157 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $9,000 |
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 | $28,913 | $38,058-24.0% | $169,463-82.9% | $75,289-61.6% |
| Participation rate | 94.8% | 65.1%+29.6pp | 77.8%+17.0pp | 72.4%+22.3pp |
| Annual return | -3.89% | -2.88%-1.0pp | 1.83%-5.7pp | -0.04%-3.9pp |
| Employer contribution / active EE | $1,176 | $1,478-20.4% | $4,159-71.7% | $2,405-51.1% |
| Participant deferral / active EE | $3,307 | $3,201+3.3% | $5,277-37.3% | $3,739-11.6% |
| Admin fee / account holder | $84 | $85-1.1% | $9,109-99.1% | $102-17.6% |