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 | Participant loan processing; Float re... | $122,015 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,013 |
DOEREN MAYHEW2 years Filed as: DOEREN MAYHEW TEXAS PLLC Service code 10 · EIN 36-4745545 | Accounting | $11,276 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $19,573 | $45,000-56.5% | $143,757-86.4% | $77,904-74.9% |
| Participation rate | 82.8% | 66.8%+16.0pp | 80.3%+2.5pp | 73.7%+9.2pp |
| Annual return | -17.28% | 29.03%-46.3pp | -0.04%-17.2pp | 12.21%-29.5pp |
| Employer contribution / active EE | $1,240 | $1,870-33.7% | $4,951-75.0% | $2,848-56.5% |
| Participant deferral / active EE | $2,155 | $3,157-31.7% | $5,637-61.8% | $4,806-55.2% |
| Admin fee / account holder | $113 | $98+14.5% | $14,673-99.2% | $133-15.0% |