Filed March 10, 2022 (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 |
|---|---|---|
DA DAVIDSON & CO1 year Filed as: D.A. DAVIDSON & CO. Service code 27 · EIN 81-0139474 | Advisory (Plan) | $24,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $26,095 | $48,064-45.7% | $78,778-66.9% | $69,631-62.5% |
| Participation rate | 38.7% | 61.6%-22.8pp | 69.2%-30.5pp | 70.7%-32.0pp |
| Annual return | 20.18% | 21.81%-1.6pp | 35.62%-15.4pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $550 | $744-26.0% | $1,986-72.3% | $2,032-72.9% |
| Participant deferral / active EE | $876 | $2,079-57.9% | $2,958-70.4% | $3,224-72.8% |
| Admin fee / account holder | $221 | $152+45.2% | $5,134-95.7% | $110+99.9% |