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 | Shareholder servicing fees; Participa... | $135,228 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,185 | $82,202+70.5% | $125,339+11.8% | $64,808+116.3% |
| Participation rate | 97.8% | 77.9%+19.9pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | -14.24% | 3.48%-17.7pp | 572.05%-586.3pp | 32.82%-47.1pp |
| Employer contribution / active EE | $3,666 | $3,615+1.4% | $4,814-23.8% | $2,506+46.3% |
| Participant deferral / active EE | $12,938 | $7,175+80.3% | $7,446+73.8% | $4,310+200.2% |
| Admin fee / account holder | $108 | $163-33.7% | $10,010-98.9% | $188-42.3% |