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 | Recordkeeping fees; Shareholder servi... | $112,113 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $70,742 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW TEXAS PLLC Service code 10 · EIN 36-4745545 | Accounting | $11,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,958 | $67,512-63.0% | $185,823-86.6% | $93,030-73.2% |
| Participation rate | 76.2% | 67.1%+9.0pp | 81.7%-5.5pp | 73.9%+2.3pp |
| Annual return | 12.55% | 21.04%-8.5pp | 122.05%-109.5pp | 158.70%-146.2pp |
| Employer contribution / active EE | $1,142 | $1,783-36.0% | $5,167-77.9% | $2,706-57.8% |
| Participant deferral / active EE | $1,922 | $3,035-36.7% | $5,568-65.5% | $4,562-57.9% |
| Admin fee / account holder | $127 | $318-59.9% | $16,237-99.2% | $152-16.1% |