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 | Direct payment from the plan; Float r... | $102,809 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $78,729 | $61,473+28.1% | $81,930-3.9% | $73,409+7.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 13.59% | 28.26%-14.7pp | 29.49%-15.9pp | 59.29%-45.7pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,310-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,136 | $3,080+34.3% | $7,107-41.8% | $3,805+8.7% |
| Admin fee / account holder | $85 | $125-32.1% | $5,158-98.3% | $158-46.1% |