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 fees; Recordkeeping and... | $86,003 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $23,320 |
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 | $55,211 | $52,293+5.6% | $178,490-69.1% | $73,409-24.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 19.78% | 34.75%-15.0pp | 151.07%-131.3pp | 59.29%-39.5pp |
| Employer contribution / active EE | $3,488 | $1,735+101.0% | $5,011-30.4% | $2,234+56.2% |
| Participant deferral / active EE | $5,953 | $2,332+155.3% | $5,202+14.5% | $3,805+56.4% |
| Admin fee / account holder | $120 | $127-5.5% | $13,984-99.1% | $158-23.8% |