Filed October 7, 2024 (most recent of 3 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 | Recordkeeping fees; Distribution (12b... | $103,609 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return 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 | $119,837 | $34,495+247.4% | $78,689+52.3% | $63,975+87.3% |
| Participation rate | 96.4% | 60.8%+35.6pp | 73.6%+22.8pp | 71.1%+25.3pp |
| Annual return | 6.14% | 11.62%-5.5pp | 62.18%-56.0pp | 48.65%-42.5pp |
| Employer contribution / active EE | $22,817 | $1,398+1532.1% | $2,851+700.4% | $2,182+945.9% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $52 | $68-23.4% | $4,510-98.8% | $70-26.0% |