Filed December 9, 2020 (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 3-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; Recordkee... | $52,426 |
SMARTPATH ADVISORS,LLC1 year Filed as: SMARTPATH ADVISORS, LLC Service code 27 · EIN 84-1969238 | Advisory (Plan) | $28,000 |
Service code 27 · EIN 14-1764768 | Advisory (Plan) | $5,836 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 42-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,972 | $53,136+20.4% | $155,509-58.9% | $199,593-67.9% |
| Participation rate | 60.3% | 64.1%-3.8pp | 78.2%-17.9pp | 72.0%-11.7pp |
| Annual return | 2628.42% | 41.15%+2587.3pp | 64.67%+2563.8pp | 34.25%+2594.2pp |
| Employer contribution / active EE | $560 | $1,851-69.7% | $4,672-88.0% | $3,034-81.5% |
| Participant deferral / active EE | $1,392 | $3,161-56.0% | $5,626-75.3% | $5,087-72.6% |
| Admin fee / account holder | $45 | $185-75.5% | $15,912-99.7% | $269-83.1% |