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 INC10+ years Service code 55 · EIN 39-1571149 | Other Commissions | $22,379 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,569 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,156 | $88,083-1.1% | $164,813-47.1% | $74,495+17.0% |
| Participation rate | 83.2% | 73.0%+10.1pp | 78.6%+4.6pp | 67.2%+16.0pp |
| Annual return | 14.14% | 17.26%-3.1pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $305 | $2,593-88.2% | $4,341-93.0% | $2,623-88.4% |
| Participant deferral / active EE | $6,293 | $4,498+39.9% | $6,031+4.3% | $4,346+44.8% |
| Admin fee / account holder | $12 | $2,234-99.4% | $12,690-99.9% | $1,942-99.4% |