Filed February 5, 2018 (most recent of 2 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Distribut... | $43,651 |
Filed as: SIGNATURE SECURITIES GROUP Service code 16 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Consulting | $16,276 |
CERINI & ASSOCIATES LLP7 years Service code 10 · EIN 11-3066459 | Accounting | $10,400 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,190 | $55,415-40.1% | $155,509-78.7% | $74,495-55.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.29% | 268.50%-258.2pp | 64.67%-54.4pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,433 | $2,267+7.3% | $4,672-47.9% | $2,623-7.2% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $255 | $1,738-85.3% | $15,912-98.4% | $1,942-86.9% |