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 | Direct payment from the plan; Claims ... | $218,245 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,768 | $47,456+99.7% | $172,739-45.1% | $77,787+21.8% |
| Participation rate | 68.6% | 66.3%+2.4pp | 82.6%-14.0pp | 73.2%-4.6pp |
| Annual return | 22.30% | 35.57%-13.3pp | 802.84%-780.5pp | 32.57%-10.3pp |
| Employer contribution / active EE | $1,447 | $1,574-8.1% | $5,143-71.9% | $2,504-42.2% |
| Participant deferral / active EE | $5,162 | $2,560+101.7% | $5,198-0.7% | $3,967+30.1% |
| Admin fee / account holder | $94 | $81+16.1% | $13,954-99.3% | $100-6.2% |