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 | $8,054 |
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 | $32,777 | $46,292-29.2% | $143,757-77.2% | $64,808-49.4% |
| Participation rate | 89.1% | 64.2%+24.9pp | 80.3%+8.8pp | 71.5%+17.7pp |
| Annual return | -15.46% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,984 | $1,910+3.9% | $4,951-59.9% | $2,506-20.8% |
| Participant deferral / active EE | $3,448 | $2,646+30.3% | $5,637-38.8% | $4,310-20.0% |
| Admin fee / account holder | $20 | $154-86.8% | $14,673-99.9% | $188-89.2% |