Filed November 26, 2019 (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 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 26 · EIN 71-0294708 | Advisory (Participants) | $38,754 |
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL, LLC Service code 99 · EIN 83-1143379 | Other Fees | $16,567 |
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 | $18,982 | $61,272-69.0% | $149,673-87.3% | $71,457-73.4% |
| Participation rate | 77.5% | 62.5%+15.0pp | 78.8%-1.2pp | 67.9%+9.6pp |
| Annual return | 17.31% | 35.85%-18.5pp | 134.42%-117.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,730 | $2,378-27.2% | $4,818-64.1% | $2,588-33.1% |
| Participant deferral / active EE | $1,614 | $2,917-44.7% | $5,680-71.6% | $4,289-62.4% |
| Admin fee / account holder | $133 | $1,261-89.4% | $13,210-99.0% | $1,587-91.6% |