Filed February 1, 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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $47,384 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,609 | $45,000-34.2% | $143,757-79.4% | $77,904-62.0% |
| Participation rate | 36.5% | 66.8%-30.4pp | 80.3%-43.8pp | 73.7%-37.2pp |
| Annual return | -14.07% | 29.03%-43.1pp | -0.04%-14.0pp | 12.21%-26.3pp |
| Employer contribution / active EE | $543 | $1,870-70.9% | $4,951-89.0% | $2,848-80.9% |
| Participant deferral / active EE | $1,592 | $3,157-49.6% | $5,637-71.8% | $4,806-66.9% |
| Admin fee / account holder | $62 | $98-37.4% | $14,673-99.6% | $133-53.5% |