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 | Direct payment from the plan; Recordk... | $101,768 |
WRIGHT FORD YOUNG & CO1 year Service code 16 · EIN 95-3288054 | Consulting | $10,500 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,601 | $58,290+50.3% | $98,442-11.0% | $86,799+0.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 12.88% | 43.48%-30.6pp | 1492.73%-1479.8pp | 97.91%-85.0pp |
| Employer contribution / active EE | $3,366 | $2,008+67.7% | $2,960+13.7% | $2,405+39.9% |
| Participant deferral / active EE | $5,765 | $3,152+82.9% | $4,276+34.8% | $4,131+39.5% |
| Admin fee / account holder | $151 | $138+9.6% | $5,949-97.5% | $170-11.0% |