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 | Direct payment from the plan; Investm... | $67,692 |
NATIONAL FINANCIAL SERVICES4+ 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 | $34,996 | $37,196-5.9% | $154,107-77.3% | $55,725-37.2% |
| Participation rate | 99.6% | 64.1%+35.5pp | 83.0%+16.5pp | 70.9%+28.7pp |
| Annual return | 9.50% | 1319.68%-1310.2pp | 735.12%-725.6pp | 244.93%-235.4pp |
| Employer contribution / active EE | $3,347 | $1,614+107.4% | $5,298-36.8% | $2,078+61.1% |
| Participant deferral / active EE | $4,325 | $2,068+109.1% | $5,081-14.9% | $3,356+28.9% |
| Admin fee / account holder | $77 | $102-24.1% | $13,411-99.4% | $115-33.0% |