Filed March 6, 2024 (most recent of 2 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 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 communication; Distributi... | $114,773 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $30,458 | $57,610-47.1% | $154,803-80.3% | $102,872-70.4% |
| Participation rate | 91.4% | 59.5%+32.0pp | 78.1%+13.4pp | 73.0%+18.4pp |
| Annual return | 19.90% | 30.49%-10.6pp | 58.88%-39.0pp | 19.06%+0.8pp |
| Employer contribution / active EE | $1,188 | $1,883-36.9% | $4,305-72.4% | $3,526-66.3% |
| Participant deferral / active EE | $2,185 | $2,914-25.0% | $5,540-60.6% | $5,535-60.5% |
| Admin fee / account holder | $90 | $368-75.5% | $14,329-99.4% | $292-69.1% |