Filed December 10, 2015
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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS, LLC Service code 99 · EIN 84-0858799 | Other Fees | $38,649 |
FAULK AND WINKLER1 year Service code 99 · EIN 11-1000111 | Other Fees | $5,100 |
FAULK AND WINKLER2 years Filed as: FAULK AND WINKLER, LLC Service code 99 · EIN 22-2000222 | Other Fees | $5,100 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,713 |
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 | $95,319 | $99,957-4.6% | $149,696-36.3% | $73,488+29.7% |
| Participation rate | 97.0% | 75.7%+21.3pp | 82.5%+14.6pp | 70.7%+26.4pp |
| Annual return | 17.75% | 53.87%-36.1pp | 276.60%-258.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $4,232 | $3,191+32.6% | $4,644-8.9% | $2,270+86.4% |
| Participant deferral / active EE | $9,949 | $6,073+63.8% | $6,842+45.4% | $3,740+166.0% |
| Admin fee / account holder | $125 | $551-77.4% | $9,309-98.7% | $513-75.7% |