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... | $30,030 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,746 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $163,259 | $105,190+55.2% | $98,907+65.1% | $90,288+80.8% |
| Participation rate | 99.2% | 86.4%+12.9pp | 76.0%+23.2pp | 73.4%+25.9pp |
| Annual return | 14.16% | 18.52%-4.4pp | 196.43%-182.3pp | 53.97%-39.8pp |
| Employer contribution / active EE | $8,332 | $3,831+117.5% | $2,689+209.9% | $2,524+230.1% |
| Participant deferral / active EE | $12,974 | $5,616+131.0% | $4,244+205.7% | $4,232+206.6% |
| Admin fee / account holder | $17 | $97-82.7% | $6,642-99.7% | $114-85.3% |