Filed June 21, 2024 (most recent of 8 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Claims processing; Sha... | $323,854 |
VORA WEALTH MANAGEMENT PLLC3 years Service code 16 · EIN 27-1893309 | Consulting | $23,809 |
WT WEALTH MANAGEMENT LLC1 year Service code 16 · EIN 46-3844469 | Consulting | $15,702 |
TCI WEALTH ADVISORS INC3 years Service code 16 · EIN 86-1002710 | Consulting | $9,669 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,034 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,288 | $47,456+18.6% | $172,739-67.4% | $77,787-27.6% |
| Participation rate | 96.5% | 66.3%+30.2pp | 82.6%+13.8pp | 73.2%+23.3pp |
| Annual return | 22.30% | 35.57%-13.3pp | 802.84%-780.5pp | 32.57%-10.3pp |
| Employer contribution / active EE | $2,656 | $1,574+68.7% | $5,143-48.4% | $2,504+6.0% |
| Participant deferral / active EE | $4,765 | $2,560+86.2% | $5,198-8.3% | $3,967+20.1% |
| Admin fee / account holder | $67 | $81-17.2% | $13,954-99.5% | $100-33.1% |