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 | $985,394 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 99 · EIN 11-1000111 | Other Fees | $141,101 |
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 | $92,967 | $83,057+11.9% | $143,757-35.3% | $89,394+4.0% |
| Participation rate | 96.5% | 74.0%+22.5pp | 80.3%+16.2pp | 71.3%+25.3pp |
| Annual return | -16.64% | -13.97%-2.7pp | -0.04%-16.6pp | -11.89%-4.8pp |
| Employer contribution / active EE | $4,076 | $2,095+94.5% | $4,951-17.7% | $3,022+34.9% |
| Participant deferral / active EE | $5,874 | $4,281+37.2% | $5,637+4.2% | $5,123+14.7% |
| Admin fee / account holder | $60 | $83-28.3% | $14,673-99.6% | $79-25.1% |