Filed November 26, 2024 (most recent of 3 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 19 · EIN 51-0396365 | Securities Custodian | $33,796 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,893 | $37,117-51.8% | $147,614-87.9% | $55,191-67.6% |
| Participation rate | 81.9% | 63.6%+18.3pp | 84.6%-2.7pp | 69.2%+12.7pp |
| Annual return | 1.00% | 3.44%-2.4pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $992 | $1,620-38.8% | $5,564-82.2% | $1,899-47.7% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $26 | $86-69.5% | $11,611-99.8% | $91-71.2% |