Filed October 27, 2022 (most recent of 3 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);... | $76,588 |
INGHAM & COMPANY4 years Filed as: INGHAM RETIREMENT GROUP Service code 27 · EIN 65-0170152 | Advisory (Plan) | $15,992 |
HAYNIE & COMPANY2 years Service code 10 · EIN 87-0325228 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,257 | $111,491-62.1% | $189,513-77.7% | $86,799-51.3% |
| Participation rate | 87.6% | 87.3%+0.3pp | 87.8%-0.2pp | 72.3%+15.3pp |
| Annual return | 14.12% | 83.50%-69.4pp | 555.15%-541.0pp | 97.91%-83.8pp |
| Employer contribution / active EE | $847 | $3,951-78.6% | $6,162-86.2% | $2,405-64.8% |
| Participant deferral / active EE | $3,691 | $6,437-42.7% | $8,221-55.1% | $4,131-10.7% |
| Admin fee / account holder | $215 | $189+14.0% | $12,045-98.2% | $170+26.9% |