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 |
|---|---|---|
SECURITIES AMERICA INC4+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $40,365 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,153 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $125,407 | $59,186+111.9% | $76,768+63.4% | $56,287+122.8% |
| Participation rate | 94.5% | 75.2%+19.3pp | 77.0%+17.6pp | 69.9%+24.7pp |
| Annual return | -6.07% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $5,800 | $1,759+229.8% | $2,485+133.4% | $2,111+174.8% |
| Participant deferral / active EE | $5,425 | $3,255+66.7% | $3,852+40.9% | $3,350+62.0% |
| Admin fee / account holder | $294 | $489-39.9% | $6,675-95.6% | $521-43.6% |