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 | Finders' fees / placement fees; Direc... | $68,290 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $110,391 | $134,045-17.6% | $80,019+38.0% | $75,289+46.6% |
| Participation rate | 99.3% | 85.8%+13.6pp | 75.8%+23.5pp | 72.4%+26.9pp |
| Annual return | -4.81% | -0.56%-4.3pp | 11.22%-16.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $5,706 | $3,492+63.4% | $2,468+131.2% | $2,405+137.3% |
| Participant deferral / active EE | $10,426 | $4,976+109.5% | $3,686+182.9% | $3,739+178.9% |
| Admin fee / account holder | $24 | $124-80.4% | $6,521-99.6% | $102-76.3% |