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; Finders' fees ... | $31,759 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,127 | $41,256+77.3% | $86,590-15.5% | $77,958-6.2% |
| Participation rate | 90.5% | 63.0%+27.5pp | 73.5%+17.0pp | 71.6%+18.9pp |
| Annual return | 21.03% | 17.67%+3.4pp | 964.84%-943.8pp | 20.87%+0.2pp |
| Employer contribution / active EE | $19 | $1,613-98.8% | $2,839-99.3% | $2,310-99.2% |
| Participant deferral / active EE | $10,807 | $2,332+363.4% | $3,609+199.5% | $3,537+205.6% |
| Admin fee / account holder | $19 | $71-73.0% | $4,906-99.6% | $97-80.4% |