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 | $142,609 |
Filed as: OCTOBER THREE CONSULTING, LLC Service code 99 PO BOX 7320 · CAROL STREAM, IL 60197 | Other Fees | $22,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,453 | $92,055+65.6% | $106,213+43.5% | $77,643+96.4% |
| Participation rate | 94.9% | 81.0%+13.9pp | 75.3%+19.7pp | 70.6%+24.4pp |
| Annual return | 14.84% | 17.91%-3.1pp | 116.14%-101.3pp | 31.24%-16.4pp |
| Employer contribution / active EE | $8,004 | $3,367+137.7% | $3,171+152.4% | $2,726+193.6% |
| Participant deferral / active EE | $9,356 | $5,386+73.7% | $5,016+86.5% | $4,647+101.3% |
| Admin fee / account holder | $181 | $219-17.3% | $11,033-98.4% | $430-57.9% |