Filed August 6, 2021
See peer percentile detail with Solo.
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Participan... | $6,711 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $50,848 | $54,237-6.2% | $90,281-43.7% | $67,579-24.8% |
| Participation rate | 99.2% | 68.6%+30.6pp | 73.3%+25.9pp | 71.3%+27.9pp |
| Annual return | 25.08% | 37.27%-12.2pp | 78.10%-53.0pp | 378.56%-353.5pp |
| Employer contribution / active EE | $2,088 | $1,846+13.1% | $2,854-26.8% | $2,148-2.8% |
| Participant deferral / active EE | $4,917 | $2,625+87.3% | $3,885+26.5% | $3,539+38.9% |
| Admin fee / account holder | $19 | $123-84.5% | $5,351-99.6% | $142-86.5% |