Filed July 1, 2019 (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 |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC2 years Service code 27 · EIN 81-2780637 | Advisory (Plan) | $83,003 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,862 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,907 | $130,194+4.4% | $169,993-20.1% | $71,457+90.2% |
| Participation rate | 99.0% | 86.1%+12.8pp | 87.0%+12.0pp | 67.9%+31.0pp |
| Annual return | 16.69% | 20.37%-3.7pp | 53.37%-36.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $5,324 | $4,381+21.5% | $6,785-21.5% | $2,588+105.7% |
| Participant deferral / active EE | $8,547 | $6,923+23.5% | $10,408-17.9% | $4,289+99.3% |
| Admin fee / account holder | $51 | $966-94.7% | $12,815-99.6% | $1,587-96.8% |