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 | Sales loads (front end and deferred);... | $43,187 |
Filed as: SIGNATURE SECURITIES GROUP Service code 16 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Consulting | $17,432 |
CERINI & ASSOCIATES LLP8 years Service code 10 · EIN 11-3066459 | Accounting | $10,600 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,016 | $49,915-27.8% | $154,803-76.7% | $74,304-51.5% |
| Participation rate | 92.2% | 54.0%+38.2pp | 78.1%+14.1pp | 60.3%+31.8pp |
| Annual return | 13.28% | 34.06%-20.8pp | 58.88%-45.6pp | 29.43%-16.2pp |
| Employer contribution / active EE | $2,959 | $1,611+83.7% | $4,305-31.3% | $2,241+32.1% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $251 | $2,189-88.5% | $14,329-98.2% | $2,969-91.5% |