Filed December 9, 2020 (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 | Sales loads (front end and deferred);... | $200,156 |
Filed as: HEALTHCARE COMMMUNITY SEC CORP Service code 16 | Consulting | $117,737 |
Filed as: HEALTHCARE COMM SECURITIES CORP Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12153 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 42-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,641 | $37,039+17.8% | $147,614-70.4% | $59,188-26.3% |
| Participation rate | 56.3% | 63.8%-7.4pp | 84.6%-28.3pp | 69.4%-13.1pp |
| Annual return | 1.62% | 7.19%-5.6pp | 61.98%-60.4pp | 5.51%-3.9pp |
| Employer contribution / active EE | $595 | $1,353-56.0% | $5,564-89.3% | $2,098-71.6% |
| Participant deferral / active EE | $2,189 | $2,094+4.5% | $4,895-55.3% | $3,265-33.0% |
| Admin fee / account holder | $183 | $60+203.5% | $11,611-98.4% | $92+98.2% |