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 | $10,856 |
SECURITIES AMERICA INC3+ years Service code 55 · EIN 11-2551174 | Other Commissions | $7,240 |
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 | $13,537 | $55,453-75.6% | $170,442-92.1% | $62,292-78.3% |
| Participation rate | 99.5% | 66.4%+33.2pp | 83.6%+15.9pp | 69.5%+30.0pp |
| Annual return | 15.88% | 21.38%-5.5pp | 205.93%-190.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,183 | $2,164-45.3% | $5,433-78.2% | $2,042-42.1% |
| Participant deferral / active EE | $563 | $2,303-75.6% | $4,939-88.6% | $3,169-82.2% |
| Admin fee / account holder | $41 | $455-90.9% | $13,880-99.7% | $479-91.4% |