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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV2 years Service code 55 · EIN 13-3749682 | Other Commissions | $29,642 |
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 16 · EIN 52-0783935 | Consulting | $9,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,492 | $104,475+36.4% | $159,436-10.6% | $79,386+79.5% |
| Participation rate | 74.0% | 76.6%-2.6pp | 82.8%-8.8pp | 70.7%+3.3pp |
| Annual return | 13.53% | 67.95%-54.4pp | 263.57%-250.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,046 | $3,417-40.1% | $4,829-57.6% | $2,427-15.7% |
| Participant deferral / active EE | $6,516 | $6,467+0.7% | $7,352-11.4% | $4,046+61.1% |
| Admin fee / account holder | $100 | $711-85.9% | $10,799-99.1% | $626-84.0% |