See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATURE ESTATE & INVEST ADVS LLC Service code 27 · EIN 95-4808910 | Advisory (Plan) | $10,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,916 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,221 | $100,923-30.4% | $150,045-53.2% | $74,304-5.5% |
| Participation rate | 94.4% | 70.1%+24.3pp | 82.3%+12.1pp | 60.3%+34.1pp |
| Annual return | 49.26% | 51.77%-2.5pp | 62.55%-13.3pp | 29.43%+19.8pp |
| Employer contribution / active EE | $6,397 | $3,463+84.7% | $4,693+36.3% | $2,241+185.4% |
| Participant deferral / active EE | $11,560 | $6,709+72.3% | $7,997+44.6% | $3,767+206.8% |
| Admin fee / account holder | $92 | $2,767-96.7% | $13,435-99.3% | $2,969-96.9% |