Filed January 23, 2025 (most recent of 2 filings on file)
Total covered: 3 employees
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 37 · EIN 04-2647786 | Loan Processing | $22,310 |
NOTE ADVISORS LLC4 years Service code 27 · EIN 46-5416446 | Advisory (Plan) | $7,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,157 | $62,624-74.2% | $177,989-90.9% | $77,643-79.2% |
| Participation rate | 49.9% | 66.8%-17.0pp | 77.1%-27.2pp | 70.6%-20.7pp |
| Annual return | 13.05% | 16.16%-3.1pp | 294.48%-281.4pp | 31.24%-18.2pp |
| Employer contribution / active EE | $589 | $1,909-69.1% | $3,949-85.1% | $2,726-78.4% |
| Participant deferral / active EE | $1,087 | $4,219-74.2% | $6,276-82.7% | $4,647-76.6% |
| Admin fee / account holder | $119 | $386-69.1% | $10,363-98.9% | $430-72.3% |