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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 | $978 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,470 | $69,477-41.8% | $94,646-57.2% | $71,457-43.4% |
| Participation rate | 91.3% | 78.4%+12.8pp | 80.8%+10.4pp | 67.9%+23.3pp |
| Annual return | 0.00% | 29.66%-29.7pp | 156.71%-156.7pp | 28.85%-28.8pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,966 | $7,345-32.4% | $7,418-33.1% | $4,289+15.8% |
| Admin fee / account holder | $4 | $1,210-99.7% | $7,231-99.9% | $1,587-99.7% |