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 INC3 years Service code 55 · EIN 63-0879387 | Other Commissions | $21,547 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,734 | $52,953-0.4% | $172,739-69.5% | $65,185-19.1% |
| Participation rate | 69.4% | 66.2%+3.2pp | 82.6%-13.3pp | 70.2%-0.8pp |
| Annual return | 29.94% | 30.12%-0.2pp | 802.84%-772.9pp | 29.38%+0.6pp |
| Employer contribution / active EE | $1,340 | $2,190-38.8% | $5,143-74.0% | $2,177-38.5% |
| Participant deferral / active EE | $2,977 | $2,471+20.5% | $5,198-42.7% | $3,514-15.3% |
| Admin fee / account holder | $38 | $472-91.9% | $13,954-99.7% | $847-95.5% |