Filed October 10, 2024 (most recent of 8 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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,203,018 |
SEYFARTH SHAW LLP6+ years Service code 99 · EIN 36-2152202 | Other Fees | $156,719 |
JAMES R. MOLSTER7+ years Service code 55 · EIN 22-5986467 | Other Commissions | $84,127 |
KATHI L. MEYER CLINTON7+ years Service code 55 · EIN 35-9466145 | Other Commissions | $66,706 |
SHARON L. WAY7+ years Service code 55 · EIN 32-1365689 | Other Commissions | $64,303 |
AARON H. KIM7+ years Service code 55 | Other Commissions | $62,080 |
BRIAN FREEMAN7+ years Filed as: BRIAN P. DEVLIN Service code 55 | Other Commissions | $6,101 |
AARON H. KIM6+ years Filed as: AARON H KIM Service code 55 · EIN 33-9840117 | Other Commissions | $0 |
BRIAN FREEMAN6+ years Filed as: BRIAN P DEVLIN Service code 55 121 GILLICK STREET · PARK RIDGE, IL 60068 | Other Commissions | $0 |
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 | $119,154 | $68,062+75.1% | $185,823-35.9% | $106,520+11.9% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.7%+15.0pp | 71.3%+25.4pp |
| Annual return | 14.68% | 18.20%-3.5pp | 122.05%-107.4pp | 19.28%-4.6pp |
| Employer contribution / active EE | $5,364 | $1,997+168.6% | $5,167+3.8% | $2,840+88.8% |
| Participant deferral / active EE | $5,659 | $3,990+41.8% | $5,568+1.6% | $4,948+14.4% |
| Admin fee / account holder | $78 | $53+48.1% | $16,237-99.5% | $75+4.8% |