Filed July 8, 2021 (most recent of 3 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 26 · EIN 71-0294708 | Advisory (Participants) | $10,710 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,928 |
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 | $132,669 | $65,223+103.4% | $80,019+65.8% | $55,725+138.1% |
| Participation rate | 77.3% | 80.6%-3.3pp | 75.8%+1.5pp | 70.9%+6.4pp |
| Annual return | -4.70% | 7.59%-12.3pp | 11.22%-15.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $5,728 | $2,544+125.1% | $2,468+132.1% | $2,078+175.6% |
| Participant deferral / active EE | $3,447 | $3,881-11.2% | $3,686-6.5% | $3,356+2.7% |
| Admin fee / account holder | $42 | $114-63.0% | $6,521-99.4% | $115-63.3% |