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 | Sales loads (front end and deferred);... | $56,359 |
Filed as: SIGNATURE SECURITIES GROUP CORP. Service code 16 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Consulting | $19,835 |
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 commissions and ... | $0 |
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 | $27,258 | $47,977-43.2% | $154,107-82.3% | $56,287-51.6% |
| Participation rate | 85.5% | 66.2%+19.3pp | 83.0%+2.5pp | 69.9%+15.6pp |
| Annual return | -3.32% | 3.54%-6.9pp | 735.12%-738.4pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,174 | $2,169+0.3% | $5,298-59.0% | $2,111+3.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $230 | $438-47.5% | $13,411-98.3% | $521-55.9% |