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 | Finders' fees / placement fees; Sales... | $154,918 |
HIGHTOWER ADVISORS LLC4 years Filed as: HIGHTOWER ADVISORS, LLC Service code 16 · EIN 36-4500709 | Consulting | $65,000 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,254 | $58,290+161.2% | $98,442+54.7% | $86,799+75.4% |
| Participation rate | 99.8% | 68.3%+31.5pp | 73.3%+26.5pp | 72.3%+27.6pp |
| Annual return | 15.61% | 43.48%-27.9pp | 1492.73%-1477.1pp | 97.91%-82.3pp |
| Employer contribution / active EE | $6,473 | $2,008+222.4% | $2,960+118.7% | $2,405+169.1% |
| Participant deferral / active EE | $10,305 | $3,152+226.9% | $4,276+141.0% | $4,131+149.5% |
| Admin fee / account holder | $220 | $138+59.7% | $5,949-96.3% | $170+29.7% |