Filed January 18, 2021 (most recent of 5 filings on file)
Total covered: 9 employees
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 | Claims processing; Direct payment fro... | $98,049 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $44,575 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $19,855 |
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.
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 | $23,371 | $47,456-50.8% | $172,739-86.5% | $77,787-70.0% |
| Participation rate | 62.5% | 66.3%-3.8pp | 82.6%-20.2pp | 73.2%-10.7pp |
| Annual return | 23.47% | 35.57%-12.1pp | 802.84%-779.4pp | 32.57%-9.1pp |
| Employer contribution / active EE | $860 | $1,574-45.4% | $5,143-83.3% | $2,504-65.7% |
| Participant deferral / active EE | $1,612 | $2,560-37.0% | $5,198-69.0% | $3,967-59.4% |
| Admin fee / account holder | $135 | $81+67.5% | $13,954-99.0% | $100+35.3% |