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; Recordkeeping and... | $52,538 |
Filed as: SIGNATURE SECURITIES GROUP CORP. Service code 16 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Consulting | $18,665 |
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; Securities brok... | $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 | $31,101 | $58,879-47.2% | $178,490-82.6% | $73,488-57.7% |
| Participation rate | 81.3% | 66.2%+15.0pp | 81.9%-0.7pp | 70.7%+10.6pp |
| Annual return | 13.37% | 24.86%-11.5pp | 151.07%-137.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $2,372 | $2,236+6.1% | $5,011-52.7% | $2,270+4.5% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $226 | $400-43.6% | $13,984-98.4% | $513-56.0% |