Filed June 23, 2023 (most recent of 3 filings on file)
Total covered: 5 employees
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 5-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 64 · EIN 71-0294708 | Recordkeeping Fees | $133,986 |
OCTOBER THREE CONSULTING LLC1+ years Service code 99 · EIN 34-1839920 | Other Fees | $12,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,778 | $93,131+79.1% | $106,548+56.5% | $86,799+92.1% |
| Participation rate | 93.8% | 81.4%+12.3pp | 76.1%+17.6pp | 72.3%+21.5pp |
| Annual return | 0.00% | 19.45%-19.5pp | 26.80%-26.8pp | 97.91%-97.9pp |
| Employer contribution / active EE | $4,070 | $2,895+40.6% | $2,819+44.4% | $2,405+69.2% |
| Participant deferral / active EE | $9,103 | $4,708+93.3% | $4,398+107.0% | $4,131+120.4% |
| Admin fee / account holder | $252 | $145+73.6% | $7,407-96.6% | $170+48.5% |