Filed June 25, 2024 (most recent of 7 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $55,372 |
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 | $93,115 | $216,711-57.0% | $136,749-31.9% | $85,563+8.8% |
| Participation rate | 98.6% | 51.7%+46.9pp | 72.1%+26.5pp | 66.0%+32.6pp |
| Annual return | 13.31% | 15.26%-2.0pp | 24.33%-11.0pp | 31.51%-18.2pp |
| Employer contribution / active EE | $3,563 | $1,660+114.6% | $3,400+4.8% | $2,654+34.3% |
| Participant deferral / active EE | $4,046 | $2,635+53.6% | $4,692-13.8% | $4,375-7.5% |
| Admin fee / account holder | $165 | $1,223-86.5% | $11,386-98.6% | $834-80.2% |