Filed April 12, 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 30-0219031 | Recordkeeping | $91,457 |
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 | $90,034 | $50,982+76.6% | $154,803-41.8% | $85,563+5.2% |
| Participation rate | 99.0% | 59.8%+39.2pp | 78.1%+20.9pp | 66.0%+33.0pp |
| Annual return | 16.32% | 30.35%-14.0pp | 58.88%-42.6pp | 31.51%-15.2pp |
| Employer contribution / active EE | $2,891 | $1,708+69.2% | $4,305-32.9% | $2,654+8.9% |
| Participant deferral / active EE | $5,647 | $2,474+128.3% | $5,540+1.9% | $4,375+29.1% |
| Admin fee / account holder | $249 | $846-70.5% | $14,329-98.3% | $834-70.1% |