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 | $1,135,461 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW Service code 99 · EIN 36-2152202 | Other Fees | $129,294 |
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 | $101,887 | $68,330+49.1% | $149,673-31.9% | $96,393+5.7% |
| Participation rate | 96.9% | 74.6%+22.3pp | 78.8%+18.1pp | 71.3%+25.6pp |
| Annual return | 18.85% | 29.64%-10.8pp | 134.42%-115.6pp | 22.88%-4.0pp |
| Employer contribution / active EE | $3,398 | $2,139+58.9% | $4,818-29.5% | $3,238+4.9% |
| Participant deferral / active EE | $6,095 | $4,422+37.8% | $5,680+7.3% | $5,455+11.7% |
| Admin fee / account holder | $64 | $52+23.6% | $13,210-99.5% | $74-13.0% |