Filed October 20, 2020 (most recent of 3 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 37 · EIN 04-2647786 | Loan Processing | $1,510 |
PROEQUITIES INC1+ years Service code 61 2801 HIGHWAY 280 S · BIRMINGHAM, AL 35223 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,903 | $72,177-65.5% | $115,037-78.4% | $59,632-58.2% |
| Participation rate | 96.7% | 72.6%+24.1pp | 81.4%+15.3pp | 68.7%+28.0pp |
| Annual return | -0.32% | 12.02%-12.3pp | 26.14%-26.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,259 | $4,783-10.9% | $6,026-29.3% | $3,192+33.5% |
| Admin fee / account holder | $8 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |