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 LLC6+ years Service code 53 · EIN 95-3845382 | Insurance Commissions | $97,948 |
Service code 49 · EIN 04-1590850 | Other Services | $4,655 |
INVESCO2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NUVEEN4 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,308 | $111,608+14.1% | $177,821-28.4% | $73,409+73.4% |
| Participation rate | 98.4% | 87.9%+10.6pp | 87.7%+10.7pp | 72.2%+26.3pp |
| Annual return | 12.95% | 18.23%-5.3pp | 48.32%-35.4pp | 59.29%-46.3pp |
| Employer contribution / active EE | $3,472 | $3,796-8.5% | $5,918-41.3% | $2,234+55.4% |
| Participant deferral / active EE | $5,117 | $6,199-17.5% | $7,714-33.7% | $3,805+34.5% |
| Admin fee / account holder | $14 | $166-91.4% | $12,427-99.9% | $158-91.0% |