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 | $60,738 |
Annual investment return 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 | $15,311 | $37,213-58.9% | $156,549-90.2% | $63,975-76.1% |
| Participation rate | 71.6% | 65.0%+6.6pp | 84.0%-12.4pp | 71.1%+0.4pp |
| Annual return | 4.25% | 47.89%-43.6pp | 32.23%-28.0pp | 48.65%-44.4pp |
| Employer contribution / active EE | $820 | $1,357-39.6% | $5,501-85.1% | $2,182-62.4% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $60 | $56+6.3% | $13,027-99.5% | $70-15.0% |