Filed June 23, 2015
Total covered: 6 employees
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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC4+ years Service code 53 · EIN 95-3845382 | Insurance Commissions | $76,842 |
Service code 49 · EIN 04-1590850 | Other Services | $7,880 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NUVEEN2 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $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 | $100,347 | $80,005+25.4% | $140,016-28.3% | $55,725+80.1% |
| Participation rate | 97.7% | 87.0%+10.7pp | 87.5%+10.2pp | 70.9%+26.9pp |
| Annual return | -4.14% | 0.46%-4.6pp | 651.12%-655.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $3,344 | $3,403-1.7% | $5,606-40.3% | $2,078+60.9% |
| Participant deferral / active EE | $4,530 | $5,264-13.9% | $6,927-34.6% | $3,356+35.0% |
| Admin fee / account holder | $25 | $116-78.2% | $10,705-99.8% | $115-78.1% |