Filed December 11, 2015 (most recent of 3 filings on file)
Total covered: 23 employees
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $103,726 |
FIRST SECURITY BANK10+ years Service code 27 · EIN 71-0159420 | Advisory (Plan) | $35,000 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,006 | $106,028+117.9% | $146,958+57.2% | $77,643+197.5% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 17.05% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $5,771 | $4,063+42.0% | $4,933+17.0% | $2,726+111.7% |
| Participant deferral / active EE | $10,695 | $7,990+33.9% | $8,070+32.5% | $4,647+130.1% |
| Admin fee / account holder | $143 | $337-57.7% | $12,998-98.9% | $430-66.8% |