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 7-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 |
|---|---|---|
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 4401 STARKEY RD · ROANOKE, VA 24018 | Securities brokerage; Securities brok... | $0 |
Service code 11 · EIN 13-3689044 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Actuarial | $0 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $317,036-100.0% | $192,455-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 27.6%-27.6pp | 13.0%-13.0pp |
| Annual return | -20.09% | 12.86%-32.9pp | 50.81%-70.9pp | 13.59%-33.7pp |
| Employer contribution / active EE | $25,923 | $12,480+107.7% | $42,739-39.3% | $14,592+77.7% |
| Participant deferral / active EE | $0 | $72-100.0% | $90-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $2,268-100.0% | $29,657-100.0% |