Filed November 24, 2019
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 5-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 | $6,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,647 | $122,239-41.4% | $184,203-61.1% | $74,495-3.8% |
| Participation rate | 96.4% | 85.5%+10.9pp | 86.8%+9.5pp | 67.2%+29.1pp |
| Annual return | 13.18% | 19.95%-6.8pp | 28.81%-15.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $6,534 | $4,537+44.0% | $6,427+1.7% | $2,623+149.1% |
| Participant deferral / active EE | $5,002 | $7,139-29.9% | $9,131-45.2% | $4,346+15.1% |
| Admin fee / account holder | $58 | $1,260-95.4% | $13,901-99.6% | $1,942-97.0% |