Filed March 18, 2021 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $1,163 |
HARBOUR INVESTMENTS INC3+ years Service code 61 · EIN 39-1571149 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,485 | $78,705+7.3% | $117,854-28.3% | $70,131+20.5% |
| Participation rate | 67.7% | 73.2%-5.5pp | 79.7%-11.9pp | 69.5%-1.8pp |
| Annual return | 20.59% | 23.30%-2.7pp | 335.08%-314.5pp | 73.14%-52.6pp |
| Employer contribution / active EE | $437 | $2,223-80.3% | $3,786-88.5% | $2,342-81.3% |
| Participant deferral / active EE | $3,224 | $3,297-2.2% | $4,482-28.1% | $3,332-3.2% |
| Admin fee / account holder | $14 | $5,065-99.7% | $8,020-99.8% | $4,645-99.7% |