Filed November 3, 2023 (most recent of 5 filings on file)
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 10-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 60 · EIN 04-2647786 | Sub-TA Fees | $700 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,484 | $89,739-3.6% | $149,718-42.2% | $62,292+38.8% |
| Participation rate | 98.5% | 85.1%+13.4pp | 87.1%+11.4pp | 69.5%+29.0pp |
| Annual return | 21.51% | 21.01%+0.5pp | 1501.63%-1480.1pp | 28.90%-7.4pp |
| Employer contribution / active EE | $5,719 | $3,233+76.9% | $5,445+5.0% | $2,042+180.0% |
| Participant deferral / active EE | $4,464 | $4,797-6.9% | $6,569-32.0% | $3,169+40.9% |
| Admin fee / account holder | $3 | $551-99.5% | $11,283-100.0% | $479-99.4% |