Filed September 6, 2016 (most recent of 2 filings on file)
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.
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 | Participant loan processing; Claims p... | $9,818 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $80,499 | $91,762-12.3% | $67,502+19.3% | $77,643+3.7% |
| Participation rate | 51.3% | 75.9%-24.6pp | 72.9%-21.6pp | 70.6%-19.3pp |
| Annual return | 14.21% | 14.87%-0.7pp | 3512.12%-3497.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,117 | $3,903-20.2% | $4,000-22.1% | $4,647-32.9% |
| Admin fee / account holder | $10 | $176-94.0% | $3,998-99.7% | $430-97.6% |