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 LLC5+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $28,679 |
Service code 49 · EIN 04-1590850 | Other Services | $2,763 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
RIDGEWORTH4 years Service code 52 · EIN 95-6981193 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 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 | $239,473 | $70,908+237.7% | $98,907+142.1% | $73,488+225.9% |
| Participation rate | 98.0% | 73.8%+24.3pp | 76.0%+22.0pp | 70.7%+27.4pp |
| Annual return | 15.31% | 34.17%-18.9pp | 196.43%-181.1pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,771 | $2,036+36.1% | $2,689+3.0% | $2,270+22.0% |
| Participant deferral / active EE | $6,638 | $3,500+89.7% | $4,244+56.4% | $3,740+77.5% |
| Admin fee / account holder | $8 | $535-98.4% | $6,642-99.9% | $513-98.3% |