Filed January 13, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 37 · EIN 04-2647786 | Loan Processing | $8,213 |
SECURITIES AMERICA INC2+ years Service code 55 · EIN 11-2551174 | Other Commissions | $6,256 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,830 | $46,732-74.7% | $156,549-92.4% | $55,167-78.6% |
| Participation rate | 99.0% | 65.8%+33.2pp | 84.0%+15.0pp | 69.0%+30.0pp |
| Annual return | 7.28% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,094 | $2,105-48.0% | $5,501-80.1% | $1,963-44.3% |
| Participant deferral / active EE | $539 | $2,204-75.5% | $4,871-88.9% | $3,054-82.4% |
| Admin fee / account holder | $33 | $418-92.1% | $13,027-99.7% | $504-93.5% |