Filed April 18, 2024 (most recent of 3 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 37 · EIN 04-2647786 | Loan Processing | $142,213 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $45,000 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $28,345 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,155 |
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 | $36,706 | $48,072-23.6% | $182,532-79.9% | $77,787-52.8% |
| Participation rate | 94.0% | 64.3%+29.8pp | 78.0%+16.0pp | 73.2%+20.8pp |
| Annual return | 24.82% | 31.26%-6.4pp | 148.54%-123.7pp | 32.57%-7.8pp |
| Employer contribution / active EE | $1,364 | $1,453-6.2% | $4,076-66.5% | $2,504-45.5% |
| Participant deferral / active EE | $3,767 | $3,209+17.4% | $5,524-31.8% | $3,967-5.1% |
| Admin fee / account holder | $98 | $131-25.6% | $8,592-98.9% | $100-2.3% |