Filed August 8, 2024 (most recent of 3 filings on file)
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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 13 · EIN 42-0127290 | Contract Administrator | $37,497 |
ENTERPRISE BANK & TRUST4 years Filed as: ENTERPRISE RETIREMENT SOLUTIONS Service code 28 · EIN 86-0172671 | Investment Management | $18,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,416 | $65,557+248.4% | $64,056+256.6% | $71,457+219.7% |
| Participation rate | 95.0% | 73.2%+21.9pp | 72.3%+22.7pp | 67.9%+27.1pp |
| Annual return | 16.61% | 18.94%-2.3pp | 33.69%-17.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $6,104 | $2,669+128.7% | $2,747+122.2% | $2,588+135.9% |
| Participant deferral / active EE | $8,171 | $3,626+125.4% | $3,880+110.6% | $4,289+90.5% |
| Admin fee / account holder | $206 | $616-66.6% | $3,068-93.3% | $1,587-87.0% |