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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DIVERSIFIED BROKERAGE LTD1 year Service code 99 · EIN 14-1697085 | Other Fees | $5,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,711 | $64,286-75.6% | $90,951-82.7% | $73,409-78.6% |
| Participation rate | 49.8% | 63.6%-13.7pp | 69.0%-19.2pp | 72.2%-22.3pp |
| Annual return | 17.42% | 21.45%-4.0pp | 134.60%-117.2pp | 59.29%-41.9pp |
| Employer contribution / active EE | $1,336 | $895+49.3% | $2,122-37.0% | $2,234-40.2% |
| Participant deferral / active EE | $2,304 | $2,453-6.1% | $3,373-31.7% | $3,805-39.4% |
| Admin fee / account holder | $8 | $287-97.2% | $5,959-99.9% | $158-95.0% |