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 | Account maintenance fees; Participant... | $48,407 |
Filed as: SIGNATURE SECURITIES GROUP Service code 16 | Consulting | $17,398 |
CERINI & ASSOCIATES LLP5 years Service code 10 · EIN 11-3066459 | Accounting | $10,000 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: SIGNATURE SECURITIES GROUP CORP. Service code 16 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,764 | $65,061-65.0% | $143,757-84.2% | $66,914-66.0% |
| Participation rate | 87.0% | 65.2%+21.9pp | 80.3%+6.7pp | 69.8%+17.2pp |
| Annual return | -14.92% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,907 | $2,361+23.1% | $4,951-41.3% | $2,544+14.3% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $215 | $502-57.2% | $14,673-98.5% | $593-63.8% |