Filed June 25, 2024 (most recent of 2 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 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $206,940 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 20-8874285 | Advisory (Plan) | $40,000 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $20,000 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $108,437 | $155,795-30.4% | $136,294-20.4% | $69,631+55.7% |
| Participation rate | 95.8% | 75.2%+20.5pp | 81.9%+13.8pp | 70.7%+25.1pp |
| Annual return | 23.84% | 232464.33%-232440.5pp | 5155.94%-5132.1pp | 27571.02%-27547.2pp |
| Employer contribution / active EE | $2,124 | $2,991-29.0% | $4,695-54.8% | $2,032+4.5% |
| Participant deferral / active EE | $9,938 | $5,394+84.3% | $6,247+59.1% | $3,224+208.3% |
| Admin fee / account holder | $293 | $128+128.5% | $9,243-96.8% | $110+165.3% |