Filed December 17, 2024 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,030 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,670 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,963 | $101,317+40.1% | $146,958-3.4% | $74,495+90.6% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.8pp |
| Annual return | 17.27% | 8730.91%-8713.6pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $4,666 | $3,810+22.5% | $4,933-5.4% | $2,623+77.9% |
| Participant deferral / active EE | $10,970 | $7,303+50.2% | $8,070+35.9% | $4,346+152.4% |
| Admin fee / account holder | $67 | $1,739-96.1% | $12,998-99.5% | $1,942-96.6% |