Filed July 1, 2019 (most recent of 4 filings on file)
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);... | $39,589 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $155,227 | $92,897+67.1% | $90,782+71.0% | $56,287+175.8% |
| Participation rate | 97.6% | 80.7%+16.9pp | 82.7%+14.9pp | 69.9%+27.7pp |
| Annual return | -2.90% | -2.59%-0.3pp | -3.42%+0.5pp | -9.96%+7.1pp |
| Employer contribution / active EE | $2,042 | $3,871-47.3% | $4,105-50.3% | $2,111-3.3% |
| Participant deferral / active EE | $10,328 | $5,551+86.0% | $5,366+92.5% | $3,350+208.3% |
| Admin fee / account holder | $209 | $440-52.4% | $5,908-96.5% | $521-59.8% |