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 | $29,250 |
HORAN SECURITIES INC4 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $22,427 |
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 | $30,131 | $48,335-37.7% | $121,098-75.1% | $71,457-57.8% |
| Participation rate | 91.7% | 54.3%+37.4pp | 69.5%+22.2pp | 67.9%+23.7pp |
| Annual return | 13.96% | 23.32%-9.4pp | 985.75%-971.8pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,380 | $1,489-7.3% | $4,164-66.9% | $2,588-46.7% |
| Participant deferral / active EE | $2,732 | $2,754-0.8% | $4,080-33.0% | $4,289-36.3% |
| Admin fee / account holder | $179 | $1,841-90.3% | $5,644-96.8% | $1,587-88.7% |