Filed October 23, 2024 (most recent of 2 filings on file)
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $178,329 |
KAUFMAN ROSSIN & CO2 years Service code 10 · EIN 04-3499945 | Accounting | $120,537 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $95,000 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,779 | $106,222-63.5% | $185,823-79.1% | $106,222-63.5% |
| Participation rate | 24.3% | 70.8%-46.5pp | 78.0%-53.7pp | 70.8%-46.5pp |
| Annual return | 19.22% | 21.69%-2.5pp | 35.95%-16.7pp | 21.69%-2.5pp |
| Employer contribution / active EE | $281 | $2,723-89.7% | $4,087-93.1% | $2,723-89.7% |
| Participant deferral / active EE | $1,100 | $4,600-76.1% | $5,632-80.5% | $4,600-76.1% |
| Admin fee / account holder | $70 | $78-10.7% | $9,500-99.3% | $78-10.7% |