Filed March 5, 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 9-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 | $24,584 |
HORAN SECURITIES INC2+ years Service code 55 · EIN 31-1448612 | Other Commissions | $15,425 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,476 | $60,545-74.4% | $92,233-83.2% | $69,631-77.8% |
| Participation rate | 87.7% | 72.2%+15.5pp | 76.5%+11.2pp | 70.7%+17.0pp |
| Annual return | 19.36% | 19.71%-0.4pp | 176.28%-156.9pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $646 | $2,633-75.5% | $3,679-82.4% | $2,032-68.2% |
| Participant deferral / active EE | $2,465 | $2,828-12.8% | $3,897-36.7% | $3,224-23.5% |
| Admin fee / account holder | $52 | $145-64.0% | $5,194-99.0% | $110-52.8% |