Filed August 8, 2023 (most recent of 2 filings on file)
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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 16 · EIN 20-4668732 | Consulting | $49,895 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$960,084 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,545 | $58,202+10.9% | $172,739-62.6% | $89,569-27.9% |
| Participation rate | 79.6% | 72.8%+6.8pp | 82.6%-3.0pp | 69.6%+10.0pp |
| Annual return | 22.66% | 61.59%-38.9pp | 802.84%-780.2pp | 34.56%-11.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,143-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,876 | $3,335+46.2% | $5,198-6.2% | $4,220+15.5% |
| Admin fee / account holder | $12 | $53-77.2% | $13,954-99.9% | $72-83.3% |