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 ADVISORS3 years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $10,113 |
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 | $29,046 | $27,641+5.1% | $61,373-52.7% | $68,494-57.6% |
| Participation rate | 98.5% | 39.5%+59.0pp | 52.6%+45.9pp | 67.9%+30.6pp |
| Annual return | 3.35% | -13.24%+16.6pp | 338.61%-335.3pp | -7.84%+11.2pp |
| Employer contribution / active EE | $2,198 | $695+216.1% | $1,159+89.6% | $2,596-15.3% |
| Participant deferral / active EE | $2,084 | $1,263+65.0% | $2,125-1.9% | $4,027-48.2% |
| Admin fee / account holder | $101 | $2,010-95.0% | $2,130-95.3% | $5,403-98.1% |