Filed November 6, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
VERITY ASSET MANAGEMENT, INC.2+ years Filed as: VERITY INVESTMENTS Service code 26 · EIN 84-6179736 | Advisory (Participants) | $43,899 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA SERVICES INC Service code 15 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $18,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,921 | $36,916-18.9% | $156,549-80.9% | $57,658-48.1% |
| Participation rate | 48.3% | 63.4%-15.2pp | 84.0%-35.7pp | 70.2%-22.0pp |
| Annual return | 4.80% | 12.38%-7.6pp | 32.23%-27.4pp | 5.13%-0.3pp |
| Employer contribution / active EE | $979 | $1,571-37.7% | $5,501-82.2% | $1,974-50.4% |
| Participant deferral / active EE | $1,428 | $1,926-25.9% | $4,871-70.7% | $3,061-53.4% |
| Admin fee / account holder | $271 | $82+228.8% | $13,027-97.9% | $95+186.9% |