Filed January 18, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
INTERSECURITES INSURANCE AGENCY1+ years Service code 55 | Other Commissions | $15,164 |
Filed as: SIGNATOR INSURANCE AGENCY Service code 55 197 CLARENDON ST # C-807 · BOSTON, MA 02116 | Other Commissions | $5,336 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,146 |
INTERSECURITIES INS AGENCY INC1+ years Filed as: INTERSECURITIES INSURANCE AGENCY Service code 55 PO BOX 9053 · CLEARWATER, FL 33758 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,403 | $85,199-79.6% | $57,179-69.6% | $63,975-72.8% |
| Participation rate | 39.0% | 74.0%-35.1pp | 75.3%-36.4pp | 71.1%-32.2pp |
| Annual return | 10.00% | 10.43%-0.4pp | 14.59%-4.6pp | 48.65%-38.7pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,682-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,052 | $3,109-66.2% | $3,096-66.0% | $3,356-68.7% |
| Admin fee / account holder | $4 | $39-89.7% | $3,139-99.9% | $70-94.4% |