Filed May 3, 2024 (most recent of 11 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $1,123 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,135 | $56,629+9.7% | $77,999-20.3% | $55,167+12.6% |
| Participation rate | 93.1% | 73.3%+19.8pp | 75.5%+17.6pp | 69.0%+24.1pp |
| Annual return | 7.62% | 2866.98%-2859.4pp | 425.96%-418.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,469 | $1,723-14.8% | $2,470-40.5% | $1,963-25.2% |
| Participant deferral / active EE | $2,629 | $2,777-5.3% | $3,497-24.8% | $3,054-13.9% |
| Admin fee / account holder | $22 | $467-95.2% | $5,480-99.6% | $504-95.6% |