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 | Recordkeeping and information managem... | $53,470 |
NATIONAL FINANCIAL SERVICES3+ 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 | $46,360 | $46,173+0.4% | $170,442-72.8% | $69,631-33.4% |
| Participation rate | 99.7% | 63.9%+35.8pp | 83.6%+16.1pp | 70.7%+29.1pp |
| Annual return | 20.05% | 21.62%-1.6pp | 205.93%-185.9pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $5,090 | $1,610+216.2% | $5,433-6.3% | $2,032+150.5% |
| Participant deferral / active EE | $4,870 | $2,080+134.1% | $4,939-1.4% | $3,224+51.1% |
| Admin fee / account holder | $98 | $116-15.1% | $13,880-99.3% | $110-10.8% |