Filed March 26, 2021 (most recent of 6 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 | Finders' fees / placement fees; Direc... | $108,066 |
Filed as: HEALTHCARE COMM. SECURITIES CORP Service code 16 | Consulting | $59,529 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12150 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $57,410 | $36,916+55.5% | $156,549-63.3% | $57,658-0.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 6.57% | 12.38%-5.8pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,244 | $1,571+42.9% | $5,501-59.2% | $1,974+13.7% |
| Participant deferral / active EE | $3,579 | $1,926+85.9% | $4,871-26.5% | $3,061+16.9% |
| Admin fee / account holder | $145 | $82+76.1% | $13,027-98.9% | $95+53.6% |