Filed June 24, 2015 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC4+ years Filed as: SECURITIES SERVICE NETWORK, INC. Service code 55 | Other Commissions | $41,743 |
DEVLIN & HALE ASSOCIATES, INC.4+ years Service code 13 · EIN 06-1080876 2275 SILAS DEANE HIGHWAY · ROCKY HILL, CT 060672329 | Contract Administrator | $5,000 |
CROWE LLP4+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 320 E JEFFERSON BLVD · SOUTH BEND, IN 466240007 | Accounting | $0 |
SECURITY NATIONAL BANK4+ years Filed as: SECURITY SERVICES NETWORK, INC. Service code 55 9729 COGDILL ROAD, SUITE 3-1 · KNOXVILLE, TN 37932 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,055 | $79,523+68.6% | $140,016-4.3% | $56,287+138.2% |
| Participation rate | 87.6% | 85.7%+1.9pp | 87.5%+0.1pp | 69.9%+17.7pp |
| Annual return | -4.30% | 2.39%-6.7pp | 651.12%-655.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $4,018 | $3,350+19.9% | $5,606-28.3% | $2,111+90.3% |
| Participant deferral / active EE | $7,595 | $5,129+48.1% | $6,927+9.6% | $3,350+126.7% |
| Admin fee / account holder | $16 | $614-97.5% | $10,705-99.9% | $521-97.0% |