Filed May 20, 2024 (most recent of 2 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 6-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 15 · EIN 16-1450952 | Recordkeeping | $24,776 |
Filed as: GREENWOOD CAPITAL ASSOCIATES, LLC Service code 27 · EIN 57-1123518 | Advisory (Plan) | $17,899 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,022 | $50,815-40.9% | $155,509-80.7% | $77,643-61.3% |
| Participation rate | 71.6% | 63.1%+8.5pp | 78.2%-6.6pp | 70.6%+1.0pp |
| Annual return | 13.36% | 34.80%-21.4pp | 64.67%-51.3pp | 31.24%-17.9pp |
| Employer contribution / active EE | $953 | $1,993-52.2% | $4,672-79.6% | $2,726-65.0% |
| Participant deferral / active EE | $1,784 | $2,822-36.8% | $5,626-68.3% | $4,647-61.6% |
| Admin fee / account holder | $149 | $437-65.9% | $15,912-99.1% | $430-65.4% |