Filed May 20, 2016 (most recent of 5 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 | Claims processing; Finders' fees / pl... | $2,116 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $20,311 | $37,117-45.3% | $147,614-86.2% | $55,191-63.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 19.96% | 3.44%+16.5pp | 61.98%-42.0pp | 10.78%+9.2pp |
| Employer contribution / active EE | -$69 | $1,620-104.2% | $5,564-101.2% | $1,899-103.6% |
| Participant deferral / active EE | $2,506 | $1,985+26.2% | $4,895-48.8% | $3,046-17.7% |
| Admin fee / account holder | $5 | $86-93.7% | $11,611-100.0% | $91-94.0% |