Filed September 19, 2023 (most recent of 2 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 37 · EIN 04-2647786 | Loan Processing | $26,140 |
HORAN SECURITIES INC2 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $20,778 |
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 | $32,698 | $61,052-46.4% | $142,863-77.1% | $79,386-58.8% |
| Participation rate | 88.1% | 60.1%+28.0pp | 71.9%+16.1pp | 70.7%+17.4pp |
| Annual return | 21.72% | 16.02%+5.7pp | 5637.54%-5615.8pp | 116.85%-95.1pp |
| Employer contribution / active EE | $554 | $1,481-62.6% | $4,144-86.6% | $2,427-77.2% |
| Participant deferral / active EE | $2,397 | $2,879-16.7% | $3,837-37.5% | $4,046-40.7% |
| Admin fee / account holder | $188 | $659-71.4% | $6,560-97.1% | $626-69.9% |