Filed January 24, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 9-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 13 · EIN 06-1050034 | Contract Administrator | $14,025 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA, INC. Service code 33 · EIN 11-2551174 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,334 | $80,211-72.2% | $74,183-69.9% | $63,975-65.1% |
| Participation rate | 97.9% | 84.2%+13.7pp | 76.6%+21.3pp | 71.1%+26.8pp |
| Annual return | 6.49% | 14.13%-7.6pp | 17.74%-11.2pp | 48.65%-42.2pp |
| Employer contribution / active EE | $1,000 | $2,553-60.8% | $2,370-57.8% | $2,182-54.2% |
| Participant deferral / active EE | $1,110 | $4,370-74.6% | $3,550-68.7% | $3,356-66.9% |
| Admin fee / account holder | $12 | $67-81.8% | $5,586-99.8% | $70-82.7% |