Filed October 15, 2015 (most recent of 2 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 fees; Shareholder servi... | $153,410 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,765 | $65,708+3.1% | $76,817-11.8% | $77,787-12.9% |
| Participation rate | 98.9% | 79.0%+20.0pp | 72.1%+26.8pp | 73.2%+25.7pp |
| Annual return | 22.31% | 49.86%-27.5pp | 1166.11%-1143.8pp | 32.57%-10.3pp |
| Employer contribution / active EE | -$19 | $2,167-100.9% | $2,302-100.8% | $2,504-100.8% |
| Participant deferral / active EE | $5,058 | $3,254+55.5% | $3,336+51.6% | $3,967+27.5% |
| Admin fee / account holder | $106 | $91+16.4% | $6,420-98.4% | $100+5.7% |