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 INC4 years Service code 55 · EIN 63-0879387 | Other Commissions | $23,178 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,470 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,626 | $58,879-5.5% | $178,490-68.8% | $73,488-24.3% |
| Participation rate | 72.8% | 66.2%+6.6pp | 81.9%-9.1pp | 70.7%+2.1pp |
| Annual return | 17.32% | 24.86%-7.5pp | 151.07%-133.7pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,221 | $2,236-45.4% | $5,011-75.6% | $2,270-46.2% |
| Participant deferral / active EE | $2,978 | $2,567+16.0% | $5,202-42.7% | $3,740-20.4% |
| Admin fee / account holder | $11 | $400-97.2% | $13,984-99.9% | $513-97.8% |