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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,430 |
Filed as: SIGNATURE ESTATE & INVEST ADVS LLC Service code 27 · EIN 95-4808910 | Advisory (Plan) | $6,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,262 | $106,028-37.5% | $146,958-54.9% | $77,643-14.7% |
| Participation rate | 71.0% | 78.4%-7.4pp | 82.2%-11.2pp | 70.6%+0.4pp |
| Annual return | 11.90% | 56.73%-44.8pp | 418.34%-406.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,972 | $4,063-26.8% | $4,933-39.7% | $2,726+9.0% |
| Participant deferral / active EE | $6,910 | $7,990-13.5% | $8,070-14.4% | $4,647+48.7% |
| Admin fee / account holder | $100 | $337-70.3% | $12,998-99.2% | $430-76.7% |