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 | $29,031 |
HORAN SECURITIES INC3 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $23,598 |
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 | $26,362 | $45,602-42.2% | $117,472-77.6% | $66,914-60.6% |
| Participation rate | 90.6% | 57.6%+33.0pp | 70.6%+20.0pp | 69.8%+20.8pp |
| Annual return | -16.19% | -16.74%+0.5pp | 29.74%-45.9pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,128 | $1,579-28.5% | $4,176-73.0% | $2,544-55.7% |
| Participant deferral / active EE | $2,795 | $2,845-1.7% | $4,070-31.3% | $4,237-34.0% |
| Admin fee / account holder | $193 | $661-70.8% | $5,645-96.6% | $593-67.5% |