Filed November 17, 2021 (most recent of 4 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 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $62,439 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $73,625 | $88,515-16.8% | $162,163-54.6% | $67,579+8.9% |
| Participation rate | 99.0% | 86.8%+12.2pp | 87.6%+11.5pp | 71.3%+27.8pp |
| Annual return | 21.20% | 27.04%-5.8pp | 115.59%-94.4pp | 378.56%-357.4pp |
| Employer contribution / active EE | $4,128 | $3,563+15.8% | $5,614-26.5% | $2,148+92.2% |
| Participant deferral / active EE | $4,851 | $5,724-15.2% | $7,298-33.5% | $3,539+37.1% |
| Admin fee / account holder | $71 | $124-43.0% | $10,843-99.3% | $142-50.4% |