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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,753 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $19,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,064 | $35,485-26.5% | $74,550-65.0% | $55,725-53.2% |
| Participation rate | 42.6% | 62.5%-19.9pp | 69.1%-26.6pp | 70.9%-28.3pp |
| Annual return | -5.95% | 0.72%-6.7pp | 32.53%-38.5pp | 244.93%-250.9pp |
| Employer contribution / active EE | $603 | $777-22.4% | $1,961-69.3% | $2,078-71.0% |
| Participant deferral / active EE | $1,077 | $2,181-50.6% | $3,108-65.3% | $3,356-67.9% |
| Admin fee / account holder | $257 | $114+125.0% | $5,060-94.9% | $115+123.3% |