Filed October 13, 2017
Total covered: 15 employees
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 |
|---|---|---|
INFINEX INVESTMENTS INC1+ years Filed as: INFINEX INVESTMENTS, INC. Service code 55 151 W. MAIN ST · SOMERSET, PA 155010777 | Other Commissions | $3,847 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $425 |
FEDERATED2+ years Filed as: FEDERATED INVESTORS Service code 51 FEDERATED INVESTORS TOWER · PITTSBURGH, PA 152223779 | Investment Mgmt Fees | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISOR, LLC Service code 55 ONE PPG PLACE STE 2200 · PITTSBURGH, PA 15222 | Other Commissions | $0 |
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 | $66,977 | $71,802-6.7% | $133,980-50.0% | $57,658+16.2% |
| Participation rate | 93.9% | 85.5%+8.4pp | 87.1%+6.8pp | 70.2%+23.6pp |
| Annual return | 8.73% | 13.51%-4.8pp | 29.30%-20.6pp | 5.13%+3.6pp |
| Employer contribution / active EE | $4,011 | $3,161+26.9% | $5,211-23.0% | $1,974+103.2% |
| Participant deferral / active EE | $3,699 | $4,606-19.7% | $6,282-41.1% | $3,061+20.9% |
| Admin fee / account holder | $3 | $88-96.8% | $9,324-100.0% | $95-97.1% |