Filed January 20, 2021 (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 | Recordkeeping and information managem... | $6,510 |
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 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 | $93,971 | $82,279+14.2% | $77,999+20.5% | $63,975+46.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 75.5%+24.5pp | 71.1%+28.9pp |
| Annual return | 11.66% | 11.20%+0.5pp | 425.96%-414.3pp | 48.65%-37.0pp |
| Employer contribution / active EE | $5,120 | $3,297+55.3% | $2,470+107.3% | $2,182+134.7% |
| Participant deferral / active EE | $9,099 | $4,538+100.5% | $3,497+160.2% | $3,356+171.1% |
| Admin fee / account holder | $2 | $81-97.0% | $5,480-100.0% | $70-96.6% |