Filed January 23, 2017
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 |
|---|---|---|
Filed as: FINANCIAL SENSE SECURITIES, INC Service code 26 10809 THORNMINT ROAD 2ND FLOOR · SAN DIEGO, CA 92127 | Advisory (Participants) | $76,695 |
NATIONWIDE5 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $50,234 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $11,384 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $372 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,503 | $48,230+295.0% | $67,502+182.2% | $80,856+135.6% |
| Participation rate | 82.7% | 66.4%+16.3pp | 72.9%+9.8pp | 67.6%+15.0pp |
| Annual return | 13.43% | 18.28%-4.8pp | 3512.12%-3498.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $5,848 | $2,020+189.5% | $2,731+114.1% | $2,755+112.3% |
| Participant deferral / active EE | $9,872 | $2,924+237.6% | $4,000+146.8% | $4,296+129.8% |
| Admin fee / account holder | $24 | $3,681-99.4% | $3,998-99.4% | $6,918-99.7% |