Filed October 22, 2018
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 |
|---|---|---|
FRONTIER WEALTH MANAGEMENT2 years Filed as: FRONTIER WEALTH MANAGEMENT LLC Service code 27 · EIN 26-0236753 | Advisory (Plan) | $64,608 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,478 |
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 | $130,362 | $54,590+138.8% | $81,930+59.1% | $73,488+77.4% |
| Participation rate | 97.9% | 68.3%+29.6pp | 72.0%+26.0pp | 70.7%+27.3pp |
| Annual return | 25.13% | 17.74%+7.4pp | 29.49%-4.4pp | 28.51%-3.4pp |
| Employer contribution / active EE | $5,322 | $1,636+225.3% | $4,310+23.5% | $2,270+134.4% |
| Participant deferral / active EE | $9,022 | $2,759+227.0% | $7,107+27.0% | $3,740+141.3% |
| Admin fee / account holder | $282 | $592-52.4% | $5,158-94.5% | $513-45.1% |