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 | $24,371 |
HORAN SECURITIES INC5+ years Service code 55 · EIN 31-1448612 | Other Commissions | $22,873 |
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 | $24,011 | $91,517-73.8% | $101,248-76.3% | $73,409-67.3% |
| Participation rate | 85.4% | 73.8%+11.6pp | 75.8%+9.6pp | 72.2%+13.3pp |
| Annual return | 19.84% | 17.17%+2.7pp | 46.47%-26.6pp | 59.29%-39.4pp |
| Employer contribution / active EE | $741 | $2,877-74.2% | $3,660-79.7% | $2,234-66.8% |
| Participant deferral / active EE | $2,929 | $3,338-12.3% | $4,370-33.0% | $3,805-23.0% |
| Admin fee / account holder | $48 | $216-77.6% | $5,945-99.2% | $158-69.4% |