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 INC6+ years Service code 27 · EIN 47-0648506 | Advisory (Plan) | $551,261 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $58,133 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $45,321 | $225,489-79.9% | $81,930-44.7% | $93,223-51.4% |
| Participation rate | 98.0% | 80.7%+17.3pp | 72.0%+26.0pp | 74.9%+23.1pp |
| Annual return | 14.07% | 14.44%-0.4pp | 29.49%-15.4pp | 19.29%-5.2pp |
| Employer contribution / active EE | $2,553 | $3,151-19.0% | $4,310-40.8% | $2,680-4.7% |
| Participant deferral / active EE | $3,965 | $4,408-10.0% | $7,107-44.2% | $4,563-13.1% |
| Admin fee / account holder | $63 | $185-65.6% | $5,158-98.8% | $79-19.8% |