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 | $131,799-46.0% | $200,582-64.5% | $85,563-16.8% |
| Participation rate | 87.9% | 87.9%0pp | 86.9%+1.1pp | 66.0%+22.0pp |
| Annual return | 25.44% | 21.59%+3.8pp | 42.33%-16.9pp | 31.51%-6.1pp |
| Employer contribution / active EE | $4,416 | $4,532-2.6% | $6,419-31.2% | $2,654+66.4% |
| Participant deferral / active EE | $2,768 | $7,702-64.1% | $9,331-70.3% | $4,375-36.7% |
| Admin fee / account holder | $133 | $235-43.6% | $16,305-99.2% | $834-84.1% |