See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Service code 49 · EIN 11-2551174 | Other Services | $19,753 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,833 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,490 | $136,307-64.4% | $177,821-72.7% | $73,488-34.0% |
| Participation rate | 77.8% | 86.1%-8.3pp | 87.7%-9.9pp | 70.7%+7.1pp |
| Annual return | 13.93% | 18.68%-4.7pp | 48.32%-34.4pp | 28.51%-14.6pp |
| Employer contribution / active EE | $938 | $3,712-74.7% | $5,918-84.2% | $2,270-58.7% |
| Participant deferral / active EE | $1,987 | $5,829-65.9% | $7,714-74.2% | $3,740-46.9% |
| Admin fee / account holder | $28 | $596-95.2% | $12,427-99.8% | $513-94.5% |