Filed June 9, 2016
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 99 · EIN 59-3331424 | Other Fees | $16,352 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,109 |
SMI PENSIONS, INC1 year Service code 10 4141 JUTLAND DRIVE · SAN DIEGO, CA 92117 | Accounting | $4,065 |
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 | $37,991 | $51,466-26.2% | $78,778-51.8% | $62,292-39.0% |
| Participation rate | 96.4% | 59.8%+36.6pp | 69.2%+27.2pp | 69.5%+26.9pp |
| Annual return | 22.45% | 19.96%+2.5pp | 35.62%-13.2pp | 28.90%-6.4pp |
| Employer contribution / active EE | $650 | $827-21.4% | $1,986-67.2% | $2,042-68.1% |
| Participant deferral / active EE | $5,034 | $2,147+134.4% | $2,958+70.2% | $3,169+58.8% |
| Admin fee / account holder | $71 | $489-85.5% | $5,134-98.6% | $479-85.2% |