Filed June 5, 2023
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 15 · EIN 04-2647786 | Recordkeeping | $173,234 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 | Consulting | $25,000 |
HAWLEY TROXELL2 years Service code 29 · EIN 82-0259668 | Legal | $15,582 |
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 | $65,480 | $65,708-0.3% | $76,817-14.8% | $77,787-15.8% |
| Participation rate | 94.4% | 79.0%+15.4pp | 72.1%+22.3pp | 73.2%+21.1pp |
| Annual return | 22.46% | 49.86%-27.4pp | 1166.11%-1143.6pp | 32.57%-10.1pp |
| Employer contribution / active EE | $3,646 | $2,167+68.2% | $2,302+58.4% | $2,504+45.6% |
| Participant deferral / active EE | $4,275 | $3,254+31.4% | $3,336+28.2% | $3,967+7.8% |
| Admin fee / account holder | $74 | $91-18.9% | $6,420-98.9% | $100-26.4% |