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 | Participant loan processing; Finders'... | $75,034 |
WRIGHT FORD YOUNG & CO3 years Service code 16 · EIN 95-3288054 | Consulting | $13,575 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,900 | $52,208+62.6% | $86,612-2.0% | $74,419+14.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 16.22% | 44.46%-28.2pp | 591.07%-574.9pp | 34.38%-18.2pp |
| Employer contribution / active EE | $3,500 | $2,282+53.4% | $3,022+15.8% | $2,637+32.7% |
| Participant deferral / active EE | $6,233 | $3,383+84.2% | $4,438+40.5% | $4,528+37.7% |
| Admin fee / account holder | $121 | $319-62.0% | $5,614-97.8% | $348-65.2% |