Filed August 16, 2024 (most recent of 16 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; Investment managem... | $33,387 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,546 | $75,978+3.4% | $73,843+6.4% | - |
| Participation rate | 100.0% | 59.4%+40.6pp | 73.4%+26.6pp | - |
| Annual return | 0.17% | -3.82%+4.0pp | 2267.84%-2267.7pp | - |
| Employer contribution / active EE | $3,599 | $1,686+113.4% | $2,787+29.1% | - |
| Participant deferral / active EE | $5,053 | $2,729+85.2% | $3,583+41.0% | - |
| Admin fee / account holder | $102 | $4,229-97.6% | $4,880-97.9% | - |