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 | Investment management; Claims process... | $52,034 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,765 | $34,495+73.3% | $78,689-24.0% | $63,975-6.6% |
| Participation rate | 88.3% | 60.8%+27.5pp | 73.6%+14.7pp | 71.1%+17.2pp |
| Annual return | 13.93% | 11.62%+2.3pp | 62.18%-48.2pp | 48.65%-34.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $2,851-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $10,316 | $2,100+391.2% | $3,517+193.3% | $3,356+207.4% |
| Admin fee / account holder | $34 | $68-50.6% | $4,510-99.3% | $70-52.3% |