Filed October 19, 2023 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
FUND DIRECT ADVISORS3+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $36,870 |
STANLEY BENEFIT SERVICES, INC.3+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $29,378 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 21 P.O. BOX 17748 · DENVER, CO 80217 | Bank Trustee | $12,584 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,316 | $81,537-21.1% | $149,718-57.0% | $69,631-7.6% |
| Participation rate | 98.5% | 86.1%+12.4pp | 87.1%+11.4pp | 70.7%+27.8pp |
| Annual return | 16.58% | 22.79%-6.2pp | 1501.63%-1485.1pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $2,308 | $3,239-28.7% | $5,445-57.6% | $2,032+13.6% |
| Participant deferral / active EE | $4,358 | $4,994-12.7% | $6,569-33.7% | $3,224+35.2% |
| Admin fee / account holder | $184 | $107+71.9% | $11,283-98.4% | $110+66.4% |