Filed March 18, 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 | Recordkeeping fees; Finders' fees / p... | $293,809 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $50,978 | $37,039+37.6% | $147,614-65.5% | $59,188-13.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 84.6%+15.4pp | 69.4%+30.6pp |
| Annual return | -0.30% | 7.19%-7.5pp | 61.98%-62.3pp | 5.51%-5.8pp |
| Employer contribution / active EE | $3,266 | $1,353+141.4% | $5,564-41.3% | $2,098+55.7% |
| Participant deferral / active EE | $3,503 | $2,094+67.3% | $4,895-28.4% | $3,265+7.3% |
| Admin fee / account holder | $59 | $60-1.8% | $11,611-99.5% | $92-35.9% |