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 | Float revenue; Participant loan proce... | $26,594 |
NATIONAL FINANCIAL SERVICES2+ 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 | $36,942 | $36,916+0.1% | $156,549-76.4% | $57,658-35.9% |
| Participation rate | 99.7% | 63.4%+36.3pp | 84.0%+15.7pp | 70.2%+29.5pp |
| Annual return | 10.24% | 12.38%-2.1pp | 32.23%-22.0pp | 5.13%+5.1pp |
| Employer contribution / active EE | $6,455 | $1,571+311.0% | $5,501+17.3% | $1,974+227.0% |
| Participant deferral / active EE | $4,889 | $1,926+153.9% | $4,871+0.4% | $3,061+59.8% |
| Admin fee / account holder | $51 | $82-38.1% | $13,027-99.6% | $95-46.0% |