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 | Shareholder servicing fees; Finders' ... | $101,189 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $79,472 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $133,959 | $64,286+108.4% | $90,951+47.3% | $73,409+82.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.2%+27.8pp |
| Annual return | 15.80% | 21.45%-5.7pp | 134.60%-118.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $2,379 | $895+166.0% | $2,122+12.1% | $2,234+6.5% |
| Participant deferral / active EE | $6,735 | $2,453+174.5% | $3,373+99.7% | $3,805+77.0% |
| Admin fee / account holder | $147 | $287-48.9% | $5,959-97.5% | $158-7.0% |