Filed November 6, 2008
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 |
|---|---|---|
Filed as: SIGNATURE ESTATE & INVEST ADVS LLC Service code 27 · EIN 95-4808910 | Advisory (Plan) | $66,869 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,547 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,268 | $99,957+21.3% | $149,696-19.0% | $73,488+65.0% |
| Participation rate | 75.3% | 75.7%-0.4pp | 82.5%-7.2pp | 70.7%+4.6pp |
| Annual return | 14.25% | 53.87%-39.6pp | 276.60%-262.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,463 | $3,191-54.1% | $4,644-68.5% | $2,270-35.5% |
| Participant deferral / active EE | $7,154 | $6,073+17.8% | $6,842+4.6% | $3,740+91.3% |
| Admin fee / account holder | $370 | $551-32.8% | $9,309-96.0% | $513-27.9% |