Filed November 27, 2018 (most recent of 2 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 | Distribution (12b-1) fees; Participan... | $249,345 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $113,095 | $50,127+125.6% | $149,673-24.4% | $80,160+41.1% |
| Participation rate | 57.5% | 64.3%-6.8pp | 78.8%-21.3pp | 72.9%-15.5pp |
| Annual return | 20.02% | 29.82%-9.8pp | 134.42%-114.4pp | 40.38%-20.4pp |
| Employer contribution / active EE | $1,353 | $1,865-27.4% | $4,818-71.9% | $2,978-54.6% |
| Participant deferral / active EE | $4,890 | $3,194+53.1% | $5,680-13.9% | $5,017-2.5% |
| Admin fee / account holder | $96 | $153-37.2% | $13,210-99.3% | $145-33.8% |