See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $57,265 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,110 | $89,652-63.1% | $141,162-76.5% | $65,185-49.2% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.5%+6.5pp | 70.2%+18.7pp |
| Annual return | 34.47% | 32.79%+1.7pp | 71.39%-36.9pp | 29.38%+5.1pp |
| Employer contribution / active EE | $3,812 | $3,065+24.4% | $4,735-19.5% | $2,177+75.1% |
| Participant deferral / active EE | $8,862 | $5,691+55.7% | $6,709+32.1% | $3,514+152.2% |
| Admin fee / account holder | $31 | $569-94.5% | $10,261-99.7% | $847-96.3% |