Filed November 7, 2023 (most recent of 2 filings on file)
Total covered: 37 employees
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $283,374 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $33,564 | $37,213-9.8% | $156,549-78.6% | $63,975-47.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 28.74% | 47.89%-19.1pp | 32.23%-3.5pp | 48.65%-19.9pp |
| Employer contribution / active EE | $1,518 | $1,357+11.9% | $5,501-72.4% | $2,182-30.4% |
| Participant deferral / active EE | $2,974 | $2,070+43.7% | $4,871-38.9% | $3,356-11.4% |
| Admin fee / account holder | $26 | $56-53.8% | $13,027-99.8% | $70-63.1% |