Filed April 18, 2023 (most recent of 9 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 | $77,737 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,904 | $37,039-76.0% | $147,614-94.0% | $59,188-85.0% |
| Participation rate | 76.9% | 63.8%+13.2pp | 84.6%-7.7pp | 69.4%+7.5pp |
| Annual return | -0.89% | 7.19%-8.1pp | 61.98%-62.9pp | 5.51%-6.4pp |
| Employer contribution / active EE | $1,550 | $1,353+14.6% | $5,564-72.1% | $2,098-26.1% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $18 | $60-69.5% | $11,611-99.8% | $92-80.1% |