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 | $95,927 |
Participant contribution per participant 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 | $14,398 | $47,456-69.7% | $172,739-91.7% | $77,787-81.5% |
| Participation rate | 84.3% | 66.3%+18.0pp | 82.6%+1.6pp | 73.2%+11.1pp |
| Annual return | 20.54% | 35.57%-15.0pp | 802.84%-782.3pp | 32.57%-12.0pp |
| Employer contribution / active EE | $2,056 | $1,574+30.6% | $5,143-60.0% | $2,504-17.9% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $19 | $81-76.0% | $13,954-99.9% | $100-80.6% |