Filed January 6, 2025 (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 37 · EIN 04-2647786 | Loan Processing | $204,677 |
DYKEMA GOSSETT PLLC1 year Service code 29 · EIN 38-1446628 | Legal | $14,297 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,558 | $110,299-17.9% | $102,423-11.6% | $199,593-54.6% |
| Participation rate | 97.0% | 86.3%+10.8pp | 76.5%+20.6pp | 72.0%+25.1pp |
| Annual return | 18.18% | 35.73%-17.6pp | 29.32%-11.1pp | 34.25%-16.1pp |
| Employer contribution / active EE | $2,461 | $3,603-31.7% | $3,023-18.6% | $3,034-18.9% |
| Participant deferral / active EE | $4,972 | $6,376-22.0% | $5,053-1.6% | $5,087-2.3% |
| Admin fee / account holder | $82 | $122-33.3% | $9,451-99.1% | $269-69.7% |