Filed April 2, 2024
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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $127,158 |
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD & CO. Service code 16 · EIN 39-6037917 | Consulting | $113,775 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $29,407 |
Service code 16 · EIN 04-2675571 | Consulting | $11,688 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CRI SECURITIES, LLC Service code 16 400 N ROBERT ST · ST PAUL, MN 55101 | Consulting | $11,484 |
SUMMIT PLANNING GROUP3+ years Service code 16 · EIN 39-1980229 | Consulting | $7,388 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $147,881 | $44,989+228.7% | $170,442-13.2% | $77,958+89.7% |
| Participation rate | 87.7% | 64.6%+23.1pp | 83.6%+4.1pp | 71.6%+16.0pp |
| Annual return | 16.11% | 19.61%-3.5pp | 205.93%-189.8pp | 20.87%-4.8pp |
| Employer contribution / active EE | $5,333 | $1,466+263.7% | $5,433-1.8% | $2,310+130.8% |
| Participant deferral / active EE | $5,179 | $2,208+134.6% | $4,939+4.8% | $3,537+46.4% |
| Admin fee / account holder | $79 | $69+14.9% | $13,880-99.4% | $97-18.6% |