Filed December 14, 2018
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 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
Filed as: SIGNATOR INVESTORS Service code 61 · EIN 04-2442399 197 CLARENDON ST · BOSTON, MA 02116 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,740 | $107,378-61.1% | $108,579-61.6% | $57,658-27.6% |
| Participation rate | 20.6% | 77.1%-56.5pp | 79.6%-58.9pp | 70.2%-49.6pp |
| Annual return | 10.45% | 12.80%-2.3pp | -51.70%+62.1pp | 5.13%+5.3pp |
| Employer contribution / active EE | $415 | $1,782-76.7% | $3,758-89.0% | $1,974-79.0% |
| Participant deferral / active EE | $940 | $3,221-70.8% | $4,311-78.2% | $3,061-69.3% |
| Admin fee / account holder | $1 | $108-98.8% | $7,645-100.0% | $95-98.6% |