Filed November 12, 2024
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 | $205,870 |
PINNACLE ASSOCIATES LTD3 years Service code 26 · EIN 13-3220717 | Advisory (Participants) | $168,232 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $53,889 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,488 |
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 | $92,535 | $95,388-3.0% | $125,339-26.2% | $77,904+18.8% |
| Participation rate | 91.4% | 78.6%+12.8pp | 82.4%+9.1pp | 73.7%+17.7pp |
| Annual return | -12.33% | 116.19%-128.5pp | 572.05%-584.4pp | 12.21%-24.5pp |
| Employer contribution / active EE | $1,427 | $3,666-61.1% | $4,814-70.4% | $2,848-49.9% |
| Participant deferral / active EE | $9,718 | $7,711+26.0% | $7,446+30.5% | $4,806+102.2% |
| Admin fee / account holder | $214 | $119+80.3% | $10,010-97.9% | $133+61.7% |