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 INC6+ years Service code 55 · EIN 39-1571149 | Other Commissions | $17,133 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,094 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,888 | $81,474-6.9% | $133,956-43.3% | $73,488+3.3% |
| Participation rate | 81.0% | 76.4%+4.6pp | 79.8%+1.2pp | 70.7%+10.3pp |
| Annual return | 21.18% | 19.40%+1.8pp | 45.09%-23.9pp | 28.51%-7.3pp |
| Employer contribution / active EE | $458 | $2,209-79.3% | $3,919-88.3% | $2,270-79.8% |
| Participant deferral / active EE | $4,874 | $3,786+28.7% | $5,048-3.4% | $3,740+30.3% |
| Admin fee / account holder | $9 | $713-98.8% | $8,927-99.9% | $513-98.3% |