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 | Finders' fees / placement fees; Sales... | $384,310 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $150 |
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 | $74,777 | $45,000+66.2% | $143,757-48.0% | $77,904-4.0% |
| Participation rate | 97.3% | 66.8%+30.5pp | 80.3%+17.0pp | 73.7%+23.6pp |
| Annual return | -15.59% | 29.03%-44.6pp | -0.04%-15.5pp | 12.21%-27.8pp |
| Employer contribution / active EE | $4,327 | $1,870+131.4% | $4,951-12.6% | $2,848+51.9% |
| Participant deferral / active EE | $6,097 | $3,157+93.2% | $5,637+8.2% | $4,806+26.9% |
| Admin fee / account holder | $84 | $98-14.8% | $14,673-99.4% | $133-36.7% |