Filed October 28, 2019 (most recent of 6 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 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $122,420 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,000 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $14,160 |
CLS INVESTMENTS1 year Filed as: CLS INVESTMENTS LLC Service code 27 · EIN 32-0070947 | Advisory (Plan) | $11,016 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $16 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $67,034 | $46,173+45.2% | $170,442-60.7% | $69,631-3.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 15.12% | 21.62%-6.5pp | 205.93%-190.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $119 | $116+2.4% | $13,880-99.1% | $110+7.6% |