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 | Direct payment from the plan; Finders... | $133,512 |
HIGHTOWER ADVISORS LLC7 years Filed as: HIGHTOWER ADVISORS, LLC Service code 16 · EIN 36-4500709 | Consulting | $49,000 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $14,550 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,468 | $65,908+116.2% | $81,812+74.1% | $77,643+83.5% |
| Participation rate | 98.3% | 65.8%+32.5pp | 72.3%+25.9pp | 70.6%+27.7pp |
| Annual return | 12.82% | 26.64%-13.8pp | 773.79%-761.0pp | 31.24%-18.4pp |
| Employer contribution / active EE | $6,247 | $2,370+163.5% | $2,912+114.5% | $2,726+129.2% |
| Participant deferral / active EE | $10,400 | $3,505+196.7% | $4,319+140.8% | $4,647+123.8% |
| Admin fee / account holder | $170 | $526-67.7% | $7,386-97.7% | $430-60.5% |