Filed January 11, 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 |
|---|---|---|
AETNA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $34,655 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,500 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $7,667 |
WESTPORT CAPITAL MARKETS, LLC2+ years Service code 27 · EIN 06-1459306 | Advisory (Plan) | $6,194 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
See 1 actuary disclosure. $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.
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 | $0 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 10.25% | 12.23%-2.0pp | 10.36%-0.1pp | 13.95%-3.7pp |
| Employer contribution / active EE | $8,040 | $18,059-55.5% | $37,738-78.7% | $16,598-51.6% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |