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 | Recordkeeping fees; Participant loan ... | $47,803 |
Filed as: SIGNATURE SECURITIES GROUP CORP. Service code 16 | Consulting | $16,254 |
CERINI & ASSOCIATES LLP2 years Service code 10 · EIN 11-3066459 | Accounting | $9,600 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: SIGNATURE SECURITIES GROUP CORP Service code 16 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,503 | $62,928-81.7% | $172,739-93.3% | $67,579-83.0% |
| Participation rate | 92.2% | 64.5%+27.7pp | 82.6%+9.5pp | 71.3%+20.9pp |
| Annual return | 15.97% | 30.36%-14.4pp | 802.84%-786.9pp | 378.56%-362.6pp |
| Employer contribution / active EE | $1,057 | $1,636-35.4% | $5,143-79.5% | $2,148-50.8% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $93 | $167-44.0% | $13,954-99.3% | $142-34.4% |