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 | Investment management; Float revenue;... | $256,871 |
Filed as: HEALTHCARE COMMMUNITY SEC CORP Service code 16 | Consulting | $137,360 |
Filed as: HEALTHCARE COMM SECURITIES CORP Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,670 | $44,989+21.5% | $170,442-67.9% | $77,958-29.9% |
| Participation rate | 61.3% | 64.6%-3.3pp | 83.6%-22.3pp | 71.6%-10.4pp |
| Annual return | 18.41% | 19.61%-1.2pp | 205.93%-187.5pp | 20.87%-2.5pp |
| Employer contribution / active EE | $568 | $1,466-61.3% | $5,433-89.6% | $2,310-75.4% |
| Participant deferral / active EE | $2,435 | $2,208+10.3% | $4,939-50.7% | $3,537-31.1% |
| Admin fee / account holder | $427 | $69+519.8% | $13,880-96.9% | $97+338.9% |