Filed December 12, 2024
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 |
|---|---|---|
ICAPITAL, LLC1+ years Service code 26 · EIN 76-0708798 | Advisory (Participants) | $63,539 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP - NCS Service code 15 · EIN 41-1737003 | Recordkeeping | $11,228 |
Annual investment return 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 | $39,637 | $68,413-42.1% | $123,104-67.8% | $55,191-28.2% |
| Participation rate | 93.5% | 84.5%+8.9pp | 86.8%+6.7pp | 69.2%+24.3pp |
| Annual return | -1.59% | 6.30%-7.9pp | 13.22%-14.8pp | 10.78%-12.4pp |
| Employer contribution / active EE | $2,079 | $3,050-31.8% | $5,151-59.6% | $1,899+9.5% |
| Participant deferral / active EE | $5,177 | $4,490+15.3% | $6,230-16.9% | $3,046+69.9% |
| Admin fee / account holder | $184 | $88+109.2% | $9,015-98.0% | $91+102.4% |