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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 | -$14,275 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $153,395 | $80,177+91.3% | $123,892+23.8% | $57,658+166.0% |
| Participation rate | 97.3% | 74.4%+22.9pp | 81.4%+15.9pp | 70.2%+27.1pp |
| Annual return | 14.78% | 17.90%-3.1pp | 47.52%-32.7pp | 5.13%+9.7pp |
| Employer contribution / active EE | $8,150 | $2,913+179.8% | $4,617+76.5% | $1,974+312.9% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | -$44 | $106-141.8% | $8,357-100.5% | $95-147.0% |