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 | Sales loads (front end and deferred);... | $32,346 |
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS INVESTMENTS CORP Service code 16 | Consulting | $20,062 |
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS INVESTMENT CORP. Service code 16 5900 O STREET · LINCOLN, NE 68505 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,609 | $63,299-31.1% | $91,001-52.1% | $62,292-30.0% |
| Participation rate | 92.8% | 73.3%+19.5pp | 75.6%+17.2pp | 69.5%+23.3pp |
| Annual return | 17.22% | 20.99%-3.8pp | 4.60%+12.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,188 | $1,807-34.2% | $2,456-51.6% | $2,042-41.8% |
| Participant deferral / active EE | $2,975 | $2,943+1.1% | $3,547-16.1% | $3,169-6.1% |
| Admin fee / account holder | $131 | $468-71.9% | $5,417-97.6% | $479-72.6% |