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 INC2 years Service code 55 · EIN 63-0879387 | Other Commissions | $19,599 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,318 |
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 | $41,883 | $47,977-12.7% | $154,107-72.8% | $56,287-25.6% |
| Participation rate | 71.1% | 66.2%+4.9pp | 83.0%-12.0pp | 69.9%+1.2pp |
| Annual return | -2.17% | 3.54%-5.7pp | 735.12%-737.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $1,281 | $2,169-40.9% | $5,298-75.8% | $2,111-39.3% |
| Participant deferral / active EE | $2,834 | $2,392+18.5% | $5,081-44.2% | $3,350-15.4% |
| Admin fee / account holder | $33 | $438-92.4% | $13,411-99.8% | $521-93.6% |