Filed April 22, 2025 (most recent of 4 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 84-0467907 | Recordkeeping | $295,016 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,851 | $114,568-10.2% | $379,746-72.9% | $93,223+10.3% |
| Participation rate | 91.7% | 89.4%+2.3pp | 78.4%+13.3pp | 74.9%+16.8pp |
| Annual return | 13.57% | 16.38%-2.8pp | 34.90%-21.3pp | 19.29%-5.7pp |
| Employer contribution / active EE | $1,745 | $3,213-45.7% | $3,540-50.7% | $2,680-34.9% |
| Participant deferral / active EE | $6,495 | $6,118+6.2% | $6,024+7.8% | $4,563+42.3% |
| Admin fee / account holder | $47 | $72-34.7% | $7,927-99.4% | $79-40.4% |