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 | Participant loan processing; Recordke... | $47,323 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $835 |
NATIONAL FINANCIAL SERVICES6+ 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 | $102,826 | $47,634+115.9% | $90,404+13.7% | $90,288+13.9% |
| Participation rate | 94.6% | 67.5%+27.1pp | 72.7%+21.9pp | 73.4%+21.2pp |
| Annual return | 19.61% | 19.61%0pp | 1293.02%-1273.4pp | 53.97%-34.4pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $13,125 | $2,824+364.7% | $3,963+231.2% | $4,232+210.1% |
| Admin fee / account holder | $23 | $106-78.7% | $5,611-99.6% | $114-80.2% |