Filed February 26, 2020
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 |
|---|---|---|
SECURITIES AMERICA INC1+ years Service code 27 · EIN 11-2551174 | Advisory (Plan) | $242,238 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,619 |
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 | $29,104 | $54,890-47.0% | $63,517-54.2% | $59,188-50.8% |
| Participation rate | 93.4% | 75.6%+17.8pp | 71.0%+22.3pp | 69.4%+23.9pp |
| Annual return | 10.27% | 4.56%+5.7pp | -70.30%+80.6pp | 5.51%+4.8pp |
| Employer contribution / active EE | $1,021 | $1,831-44.2% | $2,322-56.0% | $2,098-51.3% |
| Participant deferral / active EE | $2,507 | $2,803-10.5% | $2,953-15.1% | $3,265-23.2% |
| Admin fee / account holder | $58 | $66-11.8% | $5,892-99.0% | $92-36.7% |