Filed April 3, 2025 (most recent of 2 filings on file)
Total covered: 1,200 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $1,508,741 |
Annual investment return 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.
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 | $28,338 | $121,719-76.7% | $154,803-81.7% | $140,769-79.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 78.1%+21.9pp | 74.2%+25.8pp |
| Annual return | 16.42% | 19.22%-2.8pp | 58.88%-42.5pp | 16.82%-0.4pp |
| Employer contribution / active EE | $3,454 | $2,466+40.1% | $4,305-19.8% | $3,906-11.6% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $5,540-100.0% | $6,717-100.0% |
| Admin fee / account holder | $55 | $71-21.7% | $14,329-99.6% | $229-75.8% |