Filed September 20, 2024
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 5-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 | $97,389 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,000 |
PENSION ASSURANCE LLP1 year Service code 49 · EIN 30-0840934 | Other Services | $16,500 |
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 | $106,971 | $50,982+109.8% | $154,803-30.9% | $85,563+25.0% |
| Participation rate | 97.7% | 59.8%+37.9pp | 78.1%+19.6pp | 66.0%+31.8pp |
| Annual return | 23.79% | 30.35%-6.6pp | 58.88%-35.1pp | 31.51%-7.7pp |
| Employer contribution / active EE | $3,288 | $1,708+92.5% | $4,305-23.6% | $2,654+23.9% |
| Participant deferral / active EE | $19,457 | $2,474+686.4% | $5,540+251.2% | $4,375+344.7% |
| Admin fee / account holder | $109 | $846-87.1% | $14,329-99.2% | $834-86.9% |