Filed August 16, 2024 (most recent of 16 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |