Filed March 20, 2024 (most recent of 3 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 |
|---|---|---|
FID INV INST OPS CO9 years Service code 15 · EIN 04-2647786 | Recordkeeping | $499,395 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $204,560 |
CARR, RIGGS & INGRAM, LLC6 years Filed as: CARRS RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $56,000 |
AON CONSULTING7 years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,822 | $110,299+25.9% | $102,423+35.5% | $199,593-30.4% |
| Participation rate | 89.2% | 86.3%+2.9pp | 76.5%+12.7pp | 72.0%+17.2pp |
| Annual return | -13.81% | 35.73%-49.5pp | 29.32%-43.1pp | 34.25%-48.1pp |
| Employer contribution / active EE | $4,911 | $3,603+36.3% | $3,023+62.4% | $3,034+61.8% |
| Participant deferral / active EE | $12,736 | $6,376+99.8% | $5,053+152.0% | $5,087+150.4% |
| Admin fee / account holder | $73 | $122-40.4% | $9,451-99.2% | $269-72.9% |