Clean filing
Paladin Group Coaching, Inc.
86-1304816· Canyon, TX· 2024 filing
C
0/100
Overall grade
Middle of the pack, with clear ways to do better.
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Fees
–
Financial Wellness
F
Plan design
A
Compliance
Fees
This plan's fees aren't public. Enter yours to grade them against similar plans.
Financial Wellness
Plan design
The employer contributes through profit sharing rather than a standard match.
Employer contributes via profit sharing
No standard match, but the employer puts money in through profit sharing. Often a flat percentage to everyone, which works like a match for employees.
No automatic enrollment
Employees have to opt in themselves. Auto-enrollment is the easiest way to lift participation, and most newly started plans are now required to include it.
Safe harbor
Guaranteed employer contributions exempt the plan from annual IRS testing, so owners and higher earners can contribute the full limit.
Brokerage window
Employees can invest beyond the core fund menu through a self-directed brokerage account.
No Mega Backdoor Roth
High earners are capped at the standard contribution limit. A Mega Backdoor Roth lets them save well past it with after-tax dollars converted to Roth, and it's one of the most-requested features at competitive companies.
Compliance & health
Clean filing. No compliance issues found.
Clean filing
Deposits on time, testing passed, no red flags. The latest filing came back clean.
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Key insights
- Strongest area: compliance & health. Clean filing. No compliance issues found.
- Best place to improve: plan design. The employer contributes through profit sharing rather than a standard match.
- Enter your fees (PEPM, monthly, and AUM %) to see exactly how your costs compare.
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