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 | $109,487 |
OCTOBER THREE CONSULTING LLC2 years Filed as: OCTOBER THREE CONSULTING, LLC Service code 99 PO BOX 7320 · CAROL STREAM, IL 60197 | Other Fees | $11,183 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,119 | $104,919+76.4% | $116,228+59.3% | $85,563+116.4% |
| Participation rate | 96.3% | 78.6%+17.7pp | 74.6%+21.7pp | 66.0%+30.3pp |
| Annual return | 16.78% | 15.38%+1.4pp | 90.06%-73.3pp | 31.51%-14.7pp |
| Employer contribution / active EE | $8,735 | $3,485+150.6% | $2,994+191.7% | $2,654+229.2% |
| Participant deferral / active EE | $10,977 | $5,306+106.9% | $4,953+121.6% | $4,375+150.9% |
| Admin fee / account holder | $194 | $429-54.7% | $11,989-98.4% | $834-76.7% |