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; Float r... | $68,959 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $89,217 | $111,608-20.1% | $177,821-49.8% | $73,409+21.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 18.25% | 18.23%0pp | 48.32%-30.1pp | 59.29%-41.0pp |
| Employer contribution / active EE | $4,988 | $3,796+31.4% | $5,918-15.7% | $2,234+123.3% |
| Participant deferral / active EE | $5,912 | $6,199-4.6% | $7,714-23.4% | $3,805+55.4% |
| Admin fee / account holder | $80 | $166-51.7% | $12,427-99.4% | $158-49.4% |