Filed February 23, 2017 (most recent of 3 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 and information managem... | $139,230 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 16 · EIN 36-4500709 | Consulting | $51,250 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
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 | $124,408 | $54,237+129.4% | $90,281+37.8% | $67,579+84.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 21.43% | 37.27%-15.8pp | 78.10%-56.7pp | 378.56%-357.1pp |
| Employer contribution / active EE | $6,263 | $1,846+239.3% | $2,854+119.4% | $2,148+191.6% |
| Participant deferral / active EE | $9,348 | $2,625+256.1% | $3,885+140.6% | $3,539+164.1% |
| Admin fee / account holder | $205 | $123+65.8% | $5,351-96.2% | $142+43.8% |