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 | Investment management; Finders' fees ... | $48,830 |
Filed as: SIGNATURE SECURITIES GROUP Service code 16 | Consulting | $17,066 |
CERINI & ASSOCIATES LLP3 years Service code 10 · EIN 11-3066459 | Accounting | $9,800 |
NATIONAL FINANCIAL SERVICES4 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 |
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 | $13,242 | $52,293-74.7% | $178,490-92.6% | $73,409-82.0% |
| Participation rate | 94.5% | 65.3%+29.1pp | 81.9%+12.5pp | 72.2%+22.3pp |
| Annual return | 13.08% | 34.75%-21.7pp | 151.07%-138.0pp | 59.29%-46.2pp |
| Employer contribution / active EE | $1,093 | $1,735-37.0% | $5,011-78.2% | $2,234-51.1% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $96 | $127-24.5% | $13,984-99.3% | $158-39.1% |