Filed May 5, 2015
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 |
|---|---|---|
PROEQUITIES INC1 year Service code 55 · EIN 63-0879387 | Other Commissions | $8,476 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,346 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $393 |
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 | $41,691 | $55,453-24.8% | $170,442-75.5% | $62,292-33.1% |
| Participation rate | 73.0% | 66.4%+6.6pp | 83.6%-10.6pp | 69.5%+3.5pp |
| Annual return | 18.83% | 21.38%-2.5pp | 205.93%-187.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,316 | $2,164-39.2% | $5,433-75.8% | $2,042-35.5% |
| Participant deferral / active EE | $2,793 | $2,303+21.3% | $4,939-43.5% | $3,169-11.9% |
| Admin fee / account holder | $47 | $455-89.7% | $13,880-99.7% | $479-90.2% |