Filed May 15, 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 15 · EIN 13-3689044 | Recordkeeping | $18,070 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,368 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $9,186 |
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 | $23,594 | $62,132-62.0% | $185,823-87.3% | $73,488-67.9% |
| Participation rate | 96.2% | 67.8%+28.3pp | 78.0%+18.1pp | 70.7%+25.5pp |
| Annual return | 17.86% | 20.44%-2.6pp | 35.95%-18.1pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,830 | $1,681+8.8% | $4,087-55.2% | $2,270-19.4% |
| Participant deferral / active EE | $3,557 | $3,711-4.1% | $5,632-36.8% | $3,740-4.9% |
| Admin fee / account holder | $200 | $419-52.1% | $9,500-97.9% | $513-60.9% |