Filed November 3, 2022 (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 |
|---|---|---|
FUND DIRECT ADVISORS2 years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $6,331 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,866 | $39,019-23.5% | $80,716-63.0% | $85,850-65.2% |
| Participation rate | 97.4% | 41.5%+55.8pp | 54.2%+43.2pp | 69.3%+28.1pp |
| Annual return | 22.52% | 26.27%-3.8pp | 87.28%-64.8pp | 318.53%-296.0pp |
| Employer contribution / active EE | $1,943 | $722+169.2% | $1,160+67.5% | $2,565-24.2% |
| Participant deferral / active EE | $1,657 | $1,326+25.0% | $2,146-22.8% | $3,952-58.1% |
| Admin fee / account holder | $59 | $2,431-97.6% | $3,380-98.3% | $6,260-99.1% |