Filed December 8, 2023
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 | Distribution (12b-1) fees; Participan... | $31,419 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $8,000 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $47,678 | $55,453-14.0% | $170,442-72.0% | $62,292-23.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 28.77% | 21.38%+7.4pp | 205.93%-177.2pp | 28.90%-0.1pp |
| Employer contribution / active EE | $1,617 | $2,164-25.3% | $5,433-70.2% | $2,042-20.8% |
| Participant deferral / active EE | $4,547 | $2,303+97.4% | $4,939-8.0% | $3,169+43.5% |
| Admin fee / account holder | $147 | $455-67.6% | $13,880-98.9% | $479-69.2% |