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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $95,806 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $87,485 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,766 | $40,174+198.1% | $84,015+42.6% | $67,579+77.2% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | 18.37% | 25.82%-7.4pp | 71.31%-52.9pp | 378.56%-360.2pp |
| Employer contribution / active EE | $2,216 | $808+174.5% | $1,983+11.7% | $2,148+3.2% |
| Participant deferral / active EE | $6,203 | $2,301+169.6% | $3,239+91.5% | $3,539+75.3% |
| Admin fee / account holder | $128 | $128+0.1% | $6,101-97.9% | $142-9.7% |