Filed March 26, 2021 (most recent of 6 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 | Investment management; Float revenue;... | $128,462 |
Service code 16 | Consulting | $70,865 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $100 |
Filed as: HEALTHCARE COMMUNITY SERVICES COR Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12150 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return 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 | $59,640 | $46,173+29.2% | $170,442-65.0% | $69,631-14.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 12.70% | 21.62%-8.9pp | 205.93%-193.2pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $2,432 | $1,610+51.1% | $5,433-55.2% | $2,032+19.7% |
| Participant deferral / active EE | $3,901 | $2,080+87.5% | $4,939-21.0% | $3,224+21.0% |
| Admin fee / account holder | $159 | $116+37.4% | $13,880-98.9% | $110+44.3% |