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 | $167,091 |
INVEST FINANCIAL CORPORATION2 years Filed as: INVEST FIN CORP INS AGENCY INC Service code 55 2440 SANDY PLAINS RD BLDG 23 · MARIETTA, GA 30066 | Other Commissions | $147,767 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $44,283 | $44,989-1.6% | $170,442-74.0% | $77,958-43.2% |
| Participation rate | 95.9% | 64.6%+31.3pp | 83.6%+12.3pp | 71.6%+24.2pp |
| Annual return | 12.72% | 19.61%-6.9pp | 205.93%-193.2pp | 20.87%-8.1pp |
| Employer contribution / active EE | $386 | $1,466-73.7% | $5,433-92.9% | $2,310-83.3% |
| Participant deferral / active EE | $522 | $2,208-76.4% | $4,939-89.4% | $3,537-85.2% |
| Admin fee / account holder | $74 | $69+7.9% | $13,880-99.5% | $97-23.6% |