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 | Sales loads (front end and deferred);... | $59,124 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $171,284 | $100,801+69.9% | $149,696+14.4% | $73,409+133.3% |
| Participation rate | 93.5% | 77.7%+15.8pp | 82.5%+11.1pp | 72.2%+21.4pp |
| Annual return | 16.51% | 265.34%-248.8pp | 276.60%-260.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $3,059 | $3,312-7.6% | $4,644-34.1% | $2,234+37.0% |
| Participant deferral / active EE | $11,023 | $6,404+72.1% | $6,842+61.1% | $3,805+189.7% |
| Admin fee / account holder | $57 | $181-68.3% | $9,309-99.4% | $158-63.6% |