Filed January 1, 2017
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 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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $28,950 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,548 | $84,487-30.7% | $125,339-53.3% | $66,914-12.5% |
| Participation rate | 76.0% | 76.4%-0.4pp | 82.4%-6.3pp | 69.8%+6.2pp |
| Annual return | -17.12% | -8.39%-8.7pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,526 | $3,553-28.9% | $4,814-47.5% | $2,544-0.7% |
| Participant deferral / active EE | $4,830 | $6,781-28.8% | $7,446-35.1% | $4,237+14.0% |
| Admin fee / account holder | $117 | $685-82.9% | $10,010-98.8% | $593-80.3% |