Filed October 10, 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 3-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 | $636,638 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $361,927 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $75,750 |
MITCHELL & TITUS, LLP3+ years Service code 10 · EIN 13-2781641 | Accounting | $22,425 |
FID INV INST OPS CO3+ years Service code 60 | Sub-TA Fees | $0 |
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 | $101,184 | $121,719-16.9% | $154,803-34.6% | $140,769-28.1% |
| Participation rate | 78.5% | 76.3%+2.3pp | 78.1%+0.5pp | 74.2%+4.4pp |
| Annual return | 18.94% | 19.22%-0.3pp | 58.88%-39.9pp | 16.82%+2.1pp |
| Employer contribution / active EE | $4,131 | $2,466+67.5% | $4,305-4.0% | $3,906+5.8% |
| Participant deferral / active EE | $7,224 | $5,384+34.2% | $5,540+30.4% | $6,717+7.6% |
| Admin fee / account holder | $39 | $71-45.5% | $14,329-99.7% | $229-83.2% |