See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 27 1255 TREAT BLVD. · WALNUT CREEK, CA 945977965 | Advisory (Plan) | $31,647 |
Service code 13 · EIN 48-1205033 | Contract Administrator | $28,546 |
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 | $99,035 | $99,957-0.9% | $149,696-33.8% | $73,488+34.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 20.07% | 53.87%-33.8pp | 276.60%-256.5pp | 28.51%-8.4pp |
| Employer contribution / active EE | $2,663 | $3,191-16.6% | $4,644-42.7% | $2,270+17.3% |
| Participant deferral / active EE | $11,167 | $6,073+83.9% | $6,842+63.2% | $3,740+198.6% |
| Admin fee / account holder | $225 | $551-59.1% | $9,309-97.6% | $513-56.1% |