Filed June 11, 2024 (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 and information managem... | $65,355 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $16,068 |
PLANNING CORP OF AMERICA1 year Filed as: PLANNING SOLUTIONS GROUP Service code 16 · EIN 92-0042738 | Consulting | $5,000 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $29,297 | $155,795-81.2% | $136,294-78.5% | $69,631-57.9% |
| Participation rate | 76.2% | 75.2%+1.0pp | 81.9%-5.7pp | 70.7%+5.6pp |
| Annual return | 21.35% | 232464.33%-232443.0pp | 5155.94%-5134.6pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $1,739 | $2,991-41.9% | $4,695-63.0% | $2,032-14.4% |
| Participant deferral / active EE | $4,115 | $5,394-23.7% | $6,247-34.1% | $3,224+27.7% |
| Admin fee / account holder | $119 | $128-7.0% | $9,243-98.7% | $110+7.9% |