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 | Finders' fees / placement fees; Inves... | $140,475 |
Filed as: HEALTHCARE COMM SECURITIES CORP Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $75,143 |
HANYS BENEFIR SERVICES1 year Service code 33 · EIN 14-1649861 | Securities brokerage; Securities brok... | $25,430 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 42-3523567 | 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 | $77,402 | $50,127+54.4% | $149,673-48.3% | $80,160-3.4% |
| Participation rate | 64.1% | 64.3%-0.1pp | 78.8%-14.6pp | 72.9%-8.8pp |
| Annual return | 20.58% | 29.82%-9.2pp | 134.42%-113.8pp | 40.38%-19.8pp |
| Employer contribution / active EE | $791 | $1,865-57.6% | $4,818-83.6% | $2,978-73.4% |
| Participant deferral / active EE | $3,244 | $3,194+1.6% | $5,680-42.9% | $5,017-35.3% |
| Admin fee / account holder | $179 | $153+17.6% | $13,210-98.6% | $145+23.8% |