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 |
|---|---|---|
HARBOUR INVESTMENTS INC5+ years Service code 55 · EIN 39-1571149 | Other Commissions | $14,458 |
Service code 37 · EIN 04-2647786 | Loan Processing | $991 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $58,780 | $86,332-31.9% | $125,175-53.0% | $65,185-9.8% |
| Participation rate | 73.6% | 75.3%-1.7pp | 79.8%-6.2pp | 70.2%+3.4pp |
| Annual return | 33.05% | 27.43%+5.6pp | 43.79%-10.7pp | 29.38%+3.7pp |
| Employer contribution / active EE | $503 | $2,040-75.3% | $3,865-87.0% | $2,177-76.9% |
| Participant deferral / active EE | $3,879 | $3,537+9.7% | $4,937-21.4% | $3,514+10.4% |
| Admin fee / account holder | $7 | $609-98.8% | $9,702-99.9% | $847-99.1% |