Filed February 7, 2019
Total covered: 210 employees
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 6-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 | Finders' fees / placement fees; Direc... | $201,498 |
Filed as: CANNON FINANCIAL STRATEGISTS INC Service code 27 · EIN 58-2608124 | Advisory (Plan) | $198,232 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,371 | $53,136+68.2% | $155,509-42.5% | $199,593-55.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 13.67% | 41.15%-27.5pp | 64.67%-51.0pp | 34.25%-20.6pp |
| Employer contribution / active EE | $2,849 | $1,851+53.9% | $4,672-39.0% | $3,034-6.1% |
| Participant deferral / active EE | $4,391 | $3,161+38.9% | $5,626-22.0% | $5,087-13.7% |
| Admin fee / account holder | $88 | $185-52.5% | $15,912-99.4% | $269-67.3% |