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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENJAMIN F EDWARDS Service code 16 1 NORTH BRENTWOOD BLVD. ST. · ST. LOUIS, MO 63105 | Consulting | $41,287 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Float... | $34,645 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $160,693 | $71,192+125.7% | $117,854+36.3% | $62,292+158.0% |
| Participation rate | 67.1% | 74.2%-7.1pp | 79.7%-12.6pp | 69.5%-2.4pp |
| Annual return | 13.96% | 18.66%-4.7pp | 335.08%-321.1pp | 28.90%-14.9pp |
| Employer contribution / active EE | $11,126 | $1,934+475.3% | $3,786+193.9% | $2,042+444.8% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $247 | $587-57.9% | $8,020-96.9% | $479-48.4% |