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... | $124,283 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $43,764 |
DOEREN MAYHEW3 years Filed as: DOEREN MAYHEW TEXAS PLLC Service code 10 · EIN 36-4745545 | Accounting | $11,500 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,751 | $50,127-50.6% | $149,673-83.5% | $80,160-69.1% |
| Participation rate | 85.9% | 64.3%+21.6pp | 78.8%+7.1pp | 72.9%+12.9pp |
| Annual return | 18.06% | 29.82%-11.8pp | 134.42%-116.4pp | 40.38%-22.3pp |
| Employer contribution / active EE | $1,385 | $1,865-25.7% | $4,818-71.2% | $2,978-53.5% |
| Participant deferral / active EE | $2,301 | $3,194-28.0% | $5,680-59.5% | $5,017-54.1% |
| Admin fee / account holder | $116 | $153-24.2% | $13,210-99.1% | $145-20.2% |