Filed October 28, 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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $70,854 |
UNITED OF OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,839 | $26,906-44.8% | $61,373-75.8% | $77,904-81.0% |
| Participation rate | 14.6% | 33.4%-18.8pp | 52.6%-37.9pp | 73.7%-59.0pp |
| Annual return | -17.57% | -14.46%-3.1pp | 338.61%-356.2pp | 12.21%-29.8pp |
| Employer contribution / active EE | $126 | $521-75.8% | $1,159-89.1% | $2,848-95.6% |
| Participant deferral / active EE | $691 | $1,180-41.4% | $2,125-67.5% | $4,806-85.6% |
| Admin fee / account holder | $8 | $117-93.5% | $2,130-99.6% | $133-94.3% |