Filed August 9, 2024 (most recent of 7 filings on file)
Total covered: 8 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,005 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,182 |
Participant 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 | $71,193 | $130,224-45.3% | $197,124-63.9% | $79,634-10.6% |
| Participation rate | 87.9% | 87.8%+0.1pp | 86.7%+1.2pp | 62.5%+25.5pp |
| Annual return | 25.44% | 23.65%+1.8pp | 44.34%-18.9pp | 36.46%-11.0pp |
| Employer contribution / active EE | $4,416 | $4,314+2.4% | $6,227-29.1% | $2,529+74.6% |
| Participant deferral / active EE | $2,768 | $7,378-62.5% | $9,135-69.7% | $3,835-27.8% |
| Admin fee / account holder | $133 | $254-47.9% | $16,298-99.2% | $1,002-86.8% |