Filed September 20, 2016 (most recent of 2 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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $28,767 |
Service code 49 · EIN 04-1590850 | Other Services | $2,673 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
RIDGEWORTH3 years Service code 52 · EIN 95-6981193 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
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 | $230,438 | $66,310+247.5% | $93,606+146.2% | $65,185+253.5% |
| Participation rate | 95.9% | 74.0%+21.9pp | 75.8%+20.0pp | 70.2%+25.7pp |
| Annual return | 20.77% | 42.58%-21.8pp | 32.76%-12.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $2,560 | $2,012+27.2% | $2,718-5.8% | $2,177+17.6% |
| Participant deferral / active EE | $6,472 | $3,342+93.7% | $4,069+59.1% | $3,514+84.2% |
| Admin fee / account holder | $16 | $6,897-99.8% | $7,888-99.8% | $847-98.1% |