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 | Recordkeeping fees; Recordkeeping and... | $148,056 |
Filed as: CANNON FINANCIAL STRATEGISTS INC Service code 27 · EIN 58-2608124 | Advisory (Plan) | $138,948 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,876 | $45,000+64.2% | $143,757-48.6% | $77,904-5.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -12.17% | 29.03%-41.2pp | -0.04%-12.1pp | 12.21%-24.4pp |
| Employer contribution / active EE | $2,466 | $1,870+31.9% | $4,951-50.2% | $2,848-13.4% |
| Participant deferral / active EE | $3,880 | $3,157+22.9% | $5,637-31.2% | $4,806-19.3% |
| Admin fee / account holder | $64 | $98-34.6% | $14,673-99.6% | $133-51.4% |