Filed July 2, 2021 (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 |
|---|---|---|
WALDEN WEALTH PARTNERS LLC2 years Service code 26 · EIN 47-3314008 34305 SOLON ROAD · SALON, OH 441399710 | Advisory (Participants) | $12,750 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 1415 W DIEHL ROAD · NAPERVILLE, IL 605631197 | Accounting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,383 | $65,322+21.5% | $70,449+12.7% | $73,488+8.0% |
| Participation rate | 97.5% | 77.0%+20.6pp | 75.1%+22.5pp | 70.7%+26.9pp |
| Annual return | 4.69% | 15.71%-11.0pp | 109.03%-104.3pp | 28.51%-23.8pp |
| Employer contribution / active EE | $2,183 | $2,460-11.3% | $2,737-20.2% | $2,270-3.9% |
| Participant deferral / active EE | $4,639 | $3,375+37.5% | $3,709+25.1% | $3,740+24.0% |
| Admin fee / account holder | $77 | $214-64.2% | $3,845-98.0% | $513-85.1% |