Filed September 27, 2023
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 |
|---|---|---|
BREGANTE & COMPANY LLP1 year Service code 10 · EIN 94-2861940 | Accounting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,585 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,345 | $55,449+19.7% | $83,848-20.9% | $56,287+17.9% |
| Participation rate | 85.0% | 68.0%+16.9pp | 76.1%+8.8pp | 69.9%+15.1pp |
| Annual return | -4.87% | -1.38%-3.5pp | 850.88%-855.7pp | -9.96%+5.1pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,689 | $2,935+127.9% | $4,082+63.9% | $3,350+99.7% |
| Admin fee / account holder | $74 | $656-88.7% | $5,478-98.6% | $521-85.8% |