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; Finders' fees ... | $175,394 |
Filed as: HEALTHCARE COMM SECURITIES CORP Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $124,628 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $761 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,328 | $67,512+1.2% | $185,823-63.2% | $93,030-26.6% |
| Participation rate | 58.6% | 67.1%-8.6pp | 81.7%-23.1pp | 73.9%-15.4pp |
| Annual return | 14.48% | 21.04%-6.6pp | 122.05%-107.6pp | 158.70%-144.2pp |
| Employer contribution / active EE | $706 | $1,783-60.4% | $5,167-86.3% | $2,706-73.9% |
| Participant deferral / active EE | $2,772 | $3,035-8.7% | $5,568-50.2% | $4,562-39.2% |
| Admin fee / account holder | $193 | $318-39.3% | $16,237-98.8% | $152+27.1% |