Filed February 25, 2021
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 |
|---|---|---|
KOVACK SECURITIES INC4 years Filed as: KOVACK ADVISORS, INC. Service code 16 6451 NORTH FEDERAL HWY. · FT. LAUDERDALE, FL 33308 | Consulting | $13,174 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $10,097 |
BPAS4 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $3,293 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,770 | $51,197-84.8% | $82,719-90.6% | $66,914-88.4% |
| Participation rate | 92.0% | 67.8%+24.2pp | 72.6%+19.5pp | 69.8%+22.2pp |
| Annual return | -19.31% | -9.64%-9.7pp | 701.18%-720.5pp | 1.58%-20.9pp |
| Employer contribution / active EE | $685 | $2,611-73.8% | $3,009-77.2% | $2,544-73.1% |
| Participant deferral / active EE | $1,361 | $3,458-60.6% | $4,395-69.0% | $4,237-67.9% |
| Admin fee / account holder | $107 | $416-74.3% | $5,329-98.0% | $593-82.0% |