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 |
|---|---|---|
Filed as: SIGNATOR INVESTORS INC Service code 55 197 CLARENDON ST · BOSTON, MA 02116 | Other Commissions | $22,372 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,779 |
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 | $65,582 | $70,667-7.2% | $123,104-46.7% | $52,331+25.3% |
| Participation rate | 89.6% | 83.7%+5.8pp | 86.8%+2.8pp | 68.1%+21.5pp |
| Annual return | 0.92% | 6.23%-5.3pp | 13.22%-12.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,024 | $2,946-31.3% | $5,151-60.7% | $1,882+7.6% |
| Participant deferral / active EE | $4,858 | $4,493+8.1% | $6,230-22.0% | $3,022+60.7% |
| Admin fee / account holder | $61 | $506-87.9% | $9,015-99.3% | $592-89.6% |