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 |
|---|---|---|
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SHAW Service code 99 · EIN 36-2152202 | Other Fees | $273,242 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $95,773 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $72,500 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL TITUS Service code 10 · EIN 13-2781641 | Accounting | $20,000 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $139,623 | $73,283+90.5% | $155,509-10.2% | $106,382+31.2% |
| Participation rate | 96.6% | 73.3%+23.3pp | 78.2%+18.4pp | 69.9%+26.7pp |
| Annual return | 14.52% | 15.77%-1.2pp | 64.67%-50.2pp | 17.37%-2.9pp |
| Employer contribution / active EE | $1,199 | $2,247-46.6% | $4,672-74.3% | $3,364-64.3% |
| Participant deferral / active EE | $181 | $4,580-96.0% | $5,626-96.8% | $5,569-96.8% |
| Admin fee / account holder | $31 | $56-45.1% | $15,912-99.8% | $79-61.1% |