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 | Float revenue; Recordkeeping and info... | $95,846 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,311 | $56,503+19.1% | $70,092-4.0% | $64,808+3.9% |
| Participation rate | 97.9% | 70.5%+27.4pp | 70.5%+27.4pp | 71.5%+26.5pp |
| Annual return | -16.11% | -13.44%-2.7pp | 190.73%-206.8pp | 32.82%-48.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,150 | $3,389+22.5% | $3,849+7.8% | $4,310-3.7% |
| Admin fee / account holder | $87 | $160-46.0% | $6,267-98.6% | $188-53.9% |