Filed March 12, 2021 (most recent of 2 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 8-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 52 · EIN 04-1590850 | Indirect Investment Fees | $35,684 |
Filed as: INTEGRATED WEALTH CONCEPTS, LLC Service code 27 · EIN 81-3433658 | Advisory (Plan) | $16,025 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS, INC. Service code 50 · EIN 26-3310639 | Direct Payment | $5,430 |
LORD ABBETT4+ years Service code 52 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,917 | $61,156-51.1% | $185,823-83.9% | $79,386-62.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 25.53% | 19.45%+6.1pp | 122.05%-96.5pp | 116.85%-91.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,030 | $2,789+116.2% | $5,568+8.3% | $4,046+49.0% |
| Admin fee / account holder | $251 | $710-64.6% | $16,237-98.5% | $626-59.9% |