Filed June 26, 2024 (most recent of 2 filings on file)
Total covered: 22 employees
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 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$13,875 |
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 | $108,798 | $88,515+22.9% | $162,163-32.9% | $67,579+61.0% |
| Participation rate | 99.3% | 86.8%+12.5pp | 87.6%+11.7pp | 71.3%+28.0pp |
| Annual return | 23.78% | 27.04%-3.3pp | 115.59%-91.8pp | 378.56%-354.8pp |
| Employer contribution / active EE | $4,521 | $3,563+26.9% | $5,614-19.5% | $2,148+110.5% |
| Participant deferral / active EE | $5,147 | $5,724-10.1% | $7,298-29.5% | $3,539+45.4% |
| Admin fee / account holder | -$18 | $124-114.7% | $10,843-100.2% | $142-112.8% |