Filed July 31, 2019
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 |
|---|---|---|
OSAIC WEALTH INC1 year Service code 55 · EIN 93-0987232 | Other Commissions | $46,687 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,856 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,587 | $91,372-28.2% | $129,995-49.5% | $74,419-11.9% |
| Participation rate | 74.9% | 77.8%-2.9pp | 78.5%-3.6pp | 70.7%+4.2pp |
| Annual return | 20.34% | 23.21%-2.9pp | -137.18%+157.5pp | 34.38%-14.0pp |
| Employer contribution / active EE | $1,717 | $2,563-33.0% | $4,320-60.2% | $2,637-34.9% |
| Participant deferral / active EE | $4,338 | $4,721-8.1% | $5,820-25.5% | $4,528-4.2% |
| Admin fee / account holder | $13 | $283-95.5% | $10,614-99.9% | $348-96.3% |