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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $42,365 |
Filed as: SIGNATOR INSURANCE AGENCY Service code 55 | Other Commissions | $24,862 |
Filed as: SIGNATOR INSURANCE AGENCY, INC. Service code 55 197 CLARENDON ST # C-807 · BOSTON, MA 02116 | Other Commissions | $24,862 |
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 | $18,662 | $92,091-79.7% | $62,995-70.4% | $77,958-76.1% |
| Participation rate | 44.6% | 74.5%-29.9pp | 74.8%-30.2pp | 71.6%-27.0pp |
| Annual return | 18.97% | 16.23%+2.7pp | 87.57%-68.6pp | 20.87%-1.9pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,759-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,235 | $3,361-63.3% | $3,329-62.9% | $3,537-65.1% |
| Admin fee / account holder | $67 | $48+38.8% | $3,600-98.2% | $97-31.7% |