Filed January 5, 2023
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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 |
|---|---|---|
CENTENNIAL SECURITIES7+ years Service code 26 · EIN 38-2214928 | Advisory (Participants) | $17,952 |
PATHWAY BENEFIT SERVICES7+ years Service code 15 · EIN 38-2696931 | Recordkeeping | $5,785 |
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 | $86,201 | $104,475-17.5% | $159,436-45.9% | $79,386+8.6% |
| Participation rate | 94.4% | 76.6%+17.8pp | 82.8%+11.6pp | 70.7%+23.7pp |
| Annual return | 20.09% | 67.95%-47.9pp | 263.57%-243.5pp | 116.85%-96.8pp |
| Employer contribution / active EE | $2,097 | $3,417-38.6% | $4,829-56.6% | $2,427-13.6% |
| Participant deferral / active EE | $6,063 | $6,467-6.3% | $7,352-17.5% | $4,046+49.9% |
| Admin fee / account holder | $125 | $711-82.4% | $10,799-98.8% | $626-80.1% |