Filed December 10, 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 9-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 | $29,725 |
LUCID ADVISORS, INC.5 years Filed as: LUCID ADVISORS Service code 27 · EIN 91-2050140 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,551 | $69,010+99.3% | $159,960-14.0% | $68,494+100.8% |
| Participation rate | 98.7% | 65.4%+33.3pp | 78.0%+20.7pp | 67.9%+30.8pp |
| Annual return | -15.28% | -9.65%-5.6pp | 408.60%-423.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $6,101 | $2,213+175.6% | $4,226+44.4% | $2,596+135.0% |
| Participant deferral / active EE | $11,083 | $4,212+163.1% | $6,182+79.3% | $4,027+175.2% |
| Admin fee / account holder | $208 | $4,798-95.7% | $8,698-97.6% | $5,403-96.2% |