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 | Claims processing; Direct payment fro... | $64,413 |
HAYNIE & COMPANY4 years Service code 10 · EIN 87-0325228 | Accounting | $14,900 |
INGHAM & COMPANY6 years Filed as: INGHAM RETIREMENT GROUP Service code 27 · EIN 65-0170152 | Advisory (Plan) | $7,645 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $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 | $45,060 | $100,227-55.0% | $169,993-73.5% | $74,419-39.5% |
| Participation rate | 89.7% | 87.3%+2.4pp | 87.0%+2.7pp | 70.7%+19.0pp |
| Annual return | 17.11% | 66.08%-49.0pp | 53.37%-36.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,819 | $4,263-57.3% | $6,785-73.2% | $2,637-31.0% |
| Participant deferral / active EE | $5,196 | $7,143-27.3% | $10,408-50.1% | $4,528+14.8% |
| Admin fee / account holder | $190 | $234-18.8% | $12,815-98.5% | $348-45.3% |