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 | Claims processing; Direct payment fro... | $50,125 |
NATIONAL FINANCIAL SERVICES5+ 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 | $133,046 | $96,403+38.0% | $93,606+42.1% | $77,787+71.0% |
| Participation rate | 99.0% | 87.6%+11.4pp | 75.8%+23.2pp | 73.2%+25.8pp |
| Annual return | 22.90% | 39.36%-16.5pp | 32.76%-9.9pp | 32.57%-9.7pp |
| Employer contribution / active EE | $6,203 | $3,616+71.6% | $2,718+128.2% | $2,504+147.7% |
| Participant deferral / active EE | $11,269 | $5,341+111.0% | $4,069+177.0% | $3,967+184.0% |
| Admin fee / account holder | $17 | $90-81.1% | $7,888-99.8% | $100-83.1% |