Filed June 15, 2021 (most recent of 3 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 9-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 | Distribution (12b-1) fees; Sales load... | $371,342 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,964 | $47,456+45.3% | $172,739-60.1% | $77,787-11.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 34.41% | 35.57%-1.2pp | 802.84%-768.4pp | 32.57%+1.8pp |
| Employer contribution / active EE | $3,808 | $1,574+141.9% | $5,143-26.0% | $2,504+52.1% |
| Participant deferral / active EE | $5,241 | $2,560+104.8% | $5,198+0.8% | $3,967+32.1% |
| Admin fee / account holder | $93 | $81+15.1% | $13,954-99.3% | $100-7.0% |