Filed June 21, 2024 (most recent of 8 filings on file)
Total covered: 2 employees
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 | Recordkeeping and information managem... | $393,875 |
WT WEALTH MANAGEMENT LLC5 years Service code 16 · EIN 46-3844469 | Consulting | $36,723 |
TCI WEALTH ADVISORS INC7 years Service code 16 · EIN 86-1002710 | Consulting | $24,060 |
VORA WEALTH MANAGEMENT PLLC7 years Service code 16 · EIN 27-1893309 | Consulting | $11,010 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5,914 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,976 | $50,127+43.6% | $149,673-51.9% | $80,160-10.2% |
| Participation rate | 98.1% | 64.3%+33.8pp | 78.8%+19.3pp | 72.9%+25.2pp |
| Annual return | 19.04% | 29.82%-10.8pp | 134.42%-115.4pp | 40.38%-21.3pp |
| Employer contribution / active EE | $4,009 | $1,865+115.0% | $4,818-16.8% | $2,978+34.6% |
| Participant deferral / active EE | $6,244 | $3,194+95.5% | $5,680+9.9% | $5,017+24.5% |
| Admin fee / account holder | $95 | $153-37.9% | $13,210-99.3% | $145-34.6% |