Filed January 6, 2023 (most recent of 2 filings on file)
Total covered: 15 employees
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 | Distribution (12b-1) fees; Recordkeep... | $26,934 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 95-2891213 | Accounting | $18,550 |
NATIONAL FINANCIAL SERVICES1+ 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 | $31,449 | $37,117-15.3% | $147,614-78.7% | $55,191-43.0% |
| Participation rate | 98.1% | 63.6%+34.5pp | 84.6%+13.5pp | 69.2%+28.9pp |
| Annual return | 3.34% | 3.44%-0.1pp | 61.98%-58.6pp | 10.78%-7.4pp |
| Employer contribution / active EE | $7,493 | $1,620+362.4% | $5,564+34.7% | $1,899+294.6% |
| Participant deferral / active EE | $5,300 | $1,985+166.9% | $4,895+8.3% | $3,046+74.0% |
| Admin fee / account holder | $94 | $86+10.1% | $11,611-99.2% | $91+3.7% |