Filed April 29, 2024 (most recent of 7 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 |
|---|---|---|
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $115,465 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,163 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $187,137 | $90,410+107.0% | $91,001+105.6% | $77,958+140.0% |
| Participation rate | 97.4% | 86.4%+11.0pp | 75.6%+21.8pp | 71.6%+25.7pp |
| Annual return | 7.76% | 21.34%-13.6pp | 4.60%+3.2pp | 20.87%-13.1pp |
| Employer contribution / active EE | $12,782 | $3,392+276.9% | $2,456+420.5% | $2,310+453.2% |
| Participant deferral / active EE | $13,592 | $4,816+182.2% | $3,547+283.2% | $3,537+284.3% |
| Admin fee / account holder | $57 | $79-28.2% | $5,417-99.0% | $97-41.8% |