Filed September 20, 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 52 · EIN 04-1590850 | Indirect Investment Fees | $26,625 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $203,270 | $75,183+170.4% | $123,892+64.1% | $55,167+268.5% |
| Participation rate | 91.6% | 72.8%+18.8pp | 81.4%+10.2pp | 69.0%+22.6pp |
| Annual return | 6.06% | 19.01%-13.0pp | 47.52%-41.5pp | 169.23%-163.2pp |
| Employer contribution / active EE | $7,469 | $2,823+164.5% | $4,617+61.8% | $1,963+280.6% |
| Participant deferral / active EE | $8,710 | $5,084+71.3% | $5,984+45.6% | $3,054+185.2% |
| Admin fee / account holder | $154 | $663-76.7% | $8,357-98.2% | $504-69.4% |