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 INC2 years Service code 55 · EIN 93-0987232 | Other Commissions | $56,727 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,104 | $89,436-35.0% | $164,813-64.7% | $77,643-25.2% |
| Participation rate | 94.3% | 78.6%+15.6pp | 78.6%+15.7pp | 70.6%+23.7pp |
| Annual return | 14.35% | 28.83%-14.5pp | 69.93%-55.6pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,722 | $2,569-33.0% | $4,341-60.3% | $2,726-36.8% |
| Participant deferral / active EE | $4,058 | $4,897-17.1% | $6,031-32.7% | $4,647-12.7% |
| Admin fee / account holder | $15 | $339-95.6% | $12,690-99.9% | $430-96.5% |