Filed January 23, 2023 (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 64 · EIN 71-0294708 | Recordkeeping Fees | $137,443 |
INVEST FINANCIAL CORPORATION1+ years Filed as: INVEST FINANCIAL CORPORATION INS Service code 55 ST 300 · TAMPA, FL 33625 | Other Commissions | $127,724 |
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 | $38,943 | $37,039+5.1% | $147,614-73.6% | $59,188-34.2% |
| Participation rate | 96.7% | 63.8%+32.9pp | 84.6%+12.1pp | 69.4%+27.3pp |
| Annual return | 1.30% | 7.19%-5.9pp | 61.98%-60.7pp | 5.51%-4.2pp |
| Employer contribution / active EE | $1,747 | $1,353+29.1% | $5,564-68.6% | $2,098-16.7% |
| Participant deferral / active EE | $1,799 | $2,094-14.1% | $4,895-63.3% | $3,265-44.9% |
| Admin fee / account holder | $63 | $60+5.2% | $11,611-99.5% | $92-31.3% |