Filed December 10, 2024
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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.
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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 | $45,091 |
LUCID ADVISORS, INC.2 years Filed as: LUCID ADVISORS Service code 27 · EIN 91-2050140 | Advisory (Plan) | $25,956 |
CHRIS T. BENNETT, CPA1 year Filed as: CHRIS T. BENNETT CPA Service code 10 · EIN 53-2505097 | Accounting | $6,000 |
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 | $178,492 | $56,972+213.3% | $182,532-2.2% | $65,185+173.8% |
| Participation rate | 97.5% | 66.5%+30.9pp | 78.0%+19.5pp | 70.2%+27.3pp |
| Annual return | 23.91% | 27.67%-3.8pp | 148.54%-124.6pp | 29.38%-5.5pp |
| Employer contribution / active EE | $6,838 | $1,615+323.5% | $4,076+67.7% | $2,177+214.1% |
| Participant deferral / active EE | $9,790 | $3,526+177.6% | $5,524+77.2% | $3,514+178.6% |
| Admin fee / account holder | $293 | $528-44.5% | $8,592-96.6% | $847-65.4% |