Filed October 1, 2021
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 |
|---|---|---|
FTB ADVISORS, INC.2 years Filed as: FTB Service code 16 · EIN 22-3319984 165 MADISON AVE · MEMPHIS, TN 38103 | Consulting | $47,420 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $46,900 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,144 | $89,274-75.2% | $149,718-85.2% | $77,958-71.6% |
| Participation rate | 99.9% | 87.6%+12.3pp | 87.1%+12.9pp | 71.6%+28.3pp |
| Annual return | 71.19% | 20.36%+50.8pp | 1501.63%-1430.4pp | 20.87%+50.3pp |
| Employer contribution / active EE | $1,482 | $3,727-60.2% | $5,445-72.8% | $2,310-35.9% |
| Participant deferral / active EE | $2,248 | $5,382-58.2% | $6,569-65.8% | $3,537-36.4% |
| Admin fee / account holder | $43 | $240-82.0% | $11,283-99.6% | $97-55.7% |