Filed December 23, 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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,137 | $81,474-39.7% | $133,956-63.3% | $73,488-33.1% |
| Participation rate | 94.2% | 76.4%+17.8pp | 79.8%+14.3pp | 70.7%+23.5pp |
| Annual return | 11.77% | 19.40%-7.6pp | 45.09%-33.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $2,652 | $2,209+20.0% | $3,919-32.3% | $2,270+16.8% |
| Participant deferral / active EE | $2,777 | $3,786-26.7% | $5,048-45.0% | $3,740-25.7% |
| Admin fee / account holder | $11 | $713-98.4% | $8,927-99.9% | $513-97.8% |