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; Shareholder servi... | $68,492 |
Filed as: SIGNATURE SECURITIES GROUP CORP. Service code 16 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | 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 |
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 | $29,779 | $52,953-43.8% | $172,739-82.8% | $65,185-54.3% |
| Participation rate | 76.6% | 66.2%+10.4pp | 82.6%-6.1pp | 70.2%+6.4pp |
| Annual return | 16.75% | 30.12%-13.4pp | 802.84%-786.1pp | 29.38%-12.6pp |
| Employer contribution / active EE | $2,279 | $2,190+4.1% | $5,143-55.7% | $2,177+4.7% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $250 | $472-47.0% | $13,954-98.2% | $847-70.5% |