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 | Direct payment from the plan; Claims ... | $36,693 |
Service code 16 · EIN 26-0058143 | Consulting | $36,419 |
NATIONAL FINANCIAL SERVICES9+ 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 | $54,371 | $52,208+4.1% | $86,612-37.2% | $74,419-26.9% |
| Participation rate | 86.5% | 66.3%+20.1pp | 71.7%+14.8pp | 70.7%+15.7pp |
| Annual return | 16.29% | 44.46%-28.2pp | 591.07%-574.8pp | 34.38%-18.1pp |
| Employer contribution / active EE | $2,354 | $2,282+3.1% | $3,022-22.1% | $2,637-10.8% |
| Participant deferral / active EE | $5,563 | $3,383+64.4% | $4,438+25.4% | $4,528+22.9% |
| Admin fee / account holder | $184 | $319-42.2% | $5,614-96.7% | $348-47.0% |