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 | $21,679 |
NOTE ADVISORS LLC5 years Service code 27 · EIN 46-5416446 | Advisory (Plan) | $8,432 |
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 | $20,704 | $71,964-71.2% | $167,512-87.6% | $85,563-75.8% |
| Participation rate | 54.5% | 61.0%-6.4pp | 77.1%-22.5pp | 66.0%-11.4pp |
| Annual return | 15.35% | 18.83%-3.5pp | 1615.79%-1600.4pp | 31.51%-16.2pp |
| Employer contribution / active EE | $673 | $1,875-64.1% | $3,882-82.7% | $2,654-74.6% |
| Participant deferral / active EE | $1,273 | $4,110-69.0% | $6,405-80.1% | $4,375-70.9% |
| Admin fee / account holder | $133 | $815-83.7% | $9,769-98.6% | $834-84.0% |