Filed August 4, 2017 (most recent of 4 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; Finders... | $191,558 |
Service code 16 | Consulting | $75,889 |
Filed as: CHARLES SCHWAB & CO INC Service code 33 | Securities brokerage commissions and ... | $0 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $50,604 | $36,916+37.1% | $156,549-67.7% | $57,658-12.2% |
| Participation rate | 85.1% | 63.4%+21.6pp | 84.0%+1.0pp | 70.2%+14.8pp |
| Annual return | 5.42% | 12.38%-7.0pp | 32.23%-26.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $1,524 | $1,571-2.9% | $5,501-72.3% | $1,974-22.8% |
| Participant deferral / active EE | $3,343 | $1,926+73.6% | $4,871-31.4% | $3,061+9.2% |
| Admin fee / account holder | $0 | $82-99.6% | $13,027-100.0% | $95-99.6% |