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 | Sales loads (front end and deferred);... | $38,152 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $69,676 | $37,884+83.9% | $79,464-12.3% | $75,289-7.5% |
| Participation rate | 90.5% | 65.0%+25.5pp | 73.3%+17.1pp | 72.4%+18.1pp |
| Annual return | -3.68% | 1.06%-4.7pp | 718.14%-721.8pp | -0.04%-3.6pp |
| Employer contribution / active EE | $9 | $1,680-99.5% | $2,800-99.7% | $2,405-99.6% |
| Participant deferral / active EE | $11,127 | $2,569+333.1% | $3,704+200.4% | $3,739+197.6% |
| Admin fee / account holder | $21 | $77-73.0% | $5,113-99.6% | $102-79.8% |