Filed December 21, 2021
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
| Provider | Service type | Compensation |
|---|---|---|
LASALLE STREET SECURITIES LLC1+ years Filed as: LASALLE ST SECURITIES LLC Service code 55 940 N INDUSTRIAL DR · ELMHURST, IL 60126 | Other Commissions | $22,300 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 49 | Other Services | $7,642 |
CADARET GRANT & CO INC1+ years Filed as: CADERET GRANT & CO INC Service code 55 | Other Commissions | $6,998 |
Service code 49 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Other Services | $0 |
CADARET GRANT & CO INC1+ years Service code 55 100 MADISON ST STE 1400 · SYRACUSE, NY 13202 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,822 | $50,982-23.9% | $154,803-74.9% | $85,563-54.6% |
| Participation rate | 53.1% | 59.8%-6.6pp | 78.1%-24.9pp | 66.0%-12.8pp |
| Annual return | 16.77% | 30.35%-13.6pp | 58.88%-42.1pp | 31.51%-14.7pp |
| Employer contribution / active EE | $528 | $1,708-69.1% | $4,305-87.7% | $2,654-80.1% |
| Participant deferral / active EE | $1,600 | $2,474-35.3% | $5,540-71.1% | $4,375-63.4% |
| Admin fee / account holder | $259 | $846-69.4% | $14,329-98.2% | $834-69.0% |