Filed December 6, 2005
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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 | Advisory (Participants) | $22,568 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,486 | $55,636+5.1% | $81,983-28.7% | $73,488-20.4% |
| Participation rate | 94.2% | 62.3%+31.9pp | 69.2%+24.9pp | 70.7%+23.5pp |
| Annual return | 13.84% | 19.07%-5.2pp | 41.31%-27.5pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,137 | $1,625+31.5% | $2,498-14.5% | $2,270-5.9% |
| Participant deferral / active EE | $4,241 | $2,762+53.5% | $3,722+13.9% | $3,740+13.4% |
| Admin fee / account holder | $317 | $493-35.7% | $5,664-94.4% | $513-38.3% |