Filed May 14, 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 60 · EIN 04-2647786 | Sub-TA Fees | $4,195 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,868 | $50,498-68.6% | $75,781-79.1% | $55,191-71.2% |
| Participation rate | 83.0% | 69.4%+13.6pp | 75.8%+7.2pp | 69.2%+13.8pp |
| Annual return | -0.18% | 1.80%-2.0pp | 9.68%-9.9pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,269 | $2,291-44.6% | $3,323-61.8% | $1,899-33.1% |
| Participant deferral / active EE | $2,447 | $2,589-5.5% | $3,651-33.0% | $3,046-19.7% |
| Admin fee / account holder | $12 | $123-90.0% | $5,299-99.8% | $91-86.5% |