Filed March 5, 2024 (most recent of 3 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $100,801 |
HORAN SECURITIES INC9+ years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $46,906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,843 | $82,917-59.2% | $103,333-67.2% | $77,643-56.4% |
| Participation rate | 90.3% | 71.6%+18.8pp | 74.5%+15.8pp | 70.6%+19.8pp |
| Annual return | 23.95% | 19.13%+4.8pp | 24.88%-0.9pp | 31.24%-7.3pp |
| Employer contribution / active EE | $1,436 | $3,552-59.6% | $3,868-62.9% | $2,726-47.3% |
| Participant deferral / active EE | $4,339 | $4,108+5.6% | $5,057-14.2% | $4,647-6.6% |
| Admin fee / account holder | $194 | $638-69.6% | $8,355-97.7% | $430-55.0% |