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 | Finders' fees / placement fees; Inves... | $219,303 |
Service code 16 | Consulting | $94,063 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $50 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC Service code 33 | Securities brokerage; Securities brok... | $0 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $56,898 | $46,173+23.2% | $170,442-66.6% | $69,631-18.3% |
| Participation rate | 82.6% | 63.9%+18.7pp | 83.6%-1.0pp | 70.7%+11.9pp |
| Annual return | 16.14% | 21.62%-5.5pp | 205.93%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,411 | $1,610-12.3% | $5,433-74.0% | $2,032-30.6% |
| Participant deferral / active EE | $3,304 | $2,080+58.8% | $4,939-33.1% | $3,224+2.5% |
| Admin fee / account holder | $206 | $116+77.7% | $13,880-98.5% | $110+86.6% |