Filed February 5, 2018 (most recent of 2 filings on file)
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 12 · EIN 13-3689044 | Account maintenance fees; Shareholder... | $47,069 |
Filed as: SIGNATURE SECURITIES GROUP CORP. Service code 16 | Consulting | $16,280 |
CERINI & ASSOCIATES LLP1 year Service code 10 · EIN 11-3066459 | Accounting | $9,400 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: SIGNATURE SECURITIES GROUP CORP Service code 16 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Consulting | $0 |
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 | $10,320 | $37,196-72.3% | $154,107-93.3% | $55,725-81.5% |
| Participation rate | 88.8% | 64.1%+24.7pp | 83.0%+5.8pp | 70.9%+18.0pp |
| Annual return | -3.77% | 1319.68%-1323.4pp | 735.12%-738.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $917 | $1,614-43.2% | $5,298-82.7% | $2,078-55.9% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $91 | $102-10.4% | $13,411-99.3% | $115-20.9% |