Filed September 23, 2024 (most recent of 4 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $450 |
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 | $39,404 | $56,485-30.2% | $185,823-78.8% | $86,799-54.6% |
| Participation rate | 92.0% | 65.5%+26.5pp | 81.7%+10.3pp | 72.3%+19.7pp |
| Annual return | 31.77% | 118.04%-86.3pp | 122.05%-90.3pp | 97.91%-66.1pp |
| Employer contribution / active EE | $1,995 | $1,843+8.2% | $5,167-61.4% | $2,405-17.1% |
| Participant deferral / active EE | $3,446 | $2,553+35.0% | $5,568-38.1% | $4,131-16.6% |
| Admin fee / account holder | $1 | $150-99.2% | $16,237-100.0% | $170-99.3% |