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 |
|---|---|---|
PFS INVESTMENTS1+ years Filed as: PRIMERICA FINANCIAL SERVICES INC Service code 55 | Other Commissions | $27,651 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,974 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,424 |
PFS INVESTMENTS2+ years Filed as: PRIMERICA FINANCIAL SERVICES Service code 55 1 PRIMERICA PKWY · DULUTH, GA 30099 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,204 | $39,859-51.8% | $78,689-75.6% | $57,658-66.7% |
| Participation rate | 94.3% | 66.1%+28.2pp | 73.6%+20.7pp | 70.2%+24.0pp |
| Annual return | 8.46% | 18.96%-10.5pp | 62.18%-53.7pp | 5.13%+3.3pp |
| Employer contribution / active EE | $865 | $1,786-51.5% | $2,851-69.6% | $1,974-56.2% |
| Participant deferral / active EE | $2,013 | $2,248-10.4% | $3,517-42.8% | $3,061-34.2% |
| Admin fee / account holder | $22 | $76-70.5% | $4,510-99.5% | $95-76.3% |