Filed November 27, 2018 (most recent of 2 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 | Shareholder servicing fees; Float rev... | $242,422 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $78,541 | $45,382+73.1% | $154,107-49.0% | $75,289+4.3% |
| Participation rate | 57.5% | 65.9%-8.4pp | 83.0%-25.5pp | 72.4%-14.9pp |
| Annual return | -3.46% | -0.47%-3.0pp | 735.12%-738.6pp | -0.04%-3.4pp |
| Employer contribution / active EE | $1,153 | $1,533-24.8% | $5,298-78.2% | $2,405-52.1% |
| Participant deferral / active EE | $4,072 | $2,384+70.8% | $5,081-19.9% | $3,739+8.9% |
| Admin fee / account holder | $118 | $89+32.6% | $13,411-99.1% | $102+15.8% |