Filed September 9, 2022
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 9-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 |
|---|---|---|
Filed as: KINGSVIEW WEALTH MANAGEMENT Service code 27 · EIN 26-4016866 | Advisory (Plan) | $16,487 |
AMERITAS LIFE INSURANCE CORP5 years Service code 15 · EIN 47-0098400 | Recordkeeping | $4,830 |
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 | $39,456 | $80,724-51.1% | $103,333-61.8% | $74,495-47.0% |
| Participation rate | 76.2% | 65.7%+10.5pp | 74.5%+1.7pp | 67.2%+9.0pp |
| Annual return | 12.22% | 27.56%-15.3pp | 24.88%-12.7pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $5,156 | $3,157+63.3% | $3,868+33.3% | $2,623+96.6% |
| Participant deferral / active EE | $2,055 | $3,860-46.8% | $5,057-59.4% | $4,346-52.7% |
| Admin fee / account holder | $95 | $2,368-96.0% | $8,355-98.9% | $1,942-95.1% |