Filed September 12, 2024 (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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $119,710 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,798 | $36,700+163.8% | $171,082-43.4% | $63,975+51.3% |
| Participation rate | 96.3% | 61.5%+34.8pp | 76.7%+19.6pp | 71.1%+25.2pp |
| Annual return | 9.71% | 12.80%-3.1pp | 32.56%-22.9pp | 48.65%-38.9pp |
| Employer contribution / active EE | $2,642 | $1,210+118.3% | $4,002-34.0% | $2,182+21.1% |
| Participant deferral / active EE | $5,210 | $2,696+93.3% | $4,797+8.6% | $3,356+55.2% |
| Admin fee / account holder | $67 | $68-0.3% | $8,520-99.2% | $70-4.3% |