Filed November 6, 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 37 · EIN 04-2647786 | Loan Processing | $50,806 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $32,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,819 | $44,873+213.8% | $79,464+77.2% | $56,287+150.2% |
| Participation rate | 93.6% | 68.7%+24.8pp | 73.3%+20.2pp | 69.9%+23.7pp |
| Annual return | -5.98% | 0.81%-6.8pp | 718.14%-724.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $14,194 | $2,140+563.3% | $2,800+406.8% | $2,111+572.4% |
| Participant deferral / active EE | $10,815 | $2,746+293.9% | $3,704+192.0% | $3,350+222.9% |
| Admin fee / account holder | $349 | $418-16.5% | $5,113-93.2% | $521-32.9% |