See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $59,563 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $120,517 | $68,408+76.2% | $57,179+110.8% | $57,658+109.0% |
| Participation rate | 91.3% | 79.1%+12.2pp | 75.3%+16.0pp | 70.2%+21.1pp |
| Annual return | 6.74% | 8.51%-1.8pp | 14.59%-7.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $2,408 | $2,869-16.1% | $2,682-10.2% | $1,974+22.0% |
| Participant deferral / active EE | $3,264 | $2,903+12.4% | $3,096+5.4% | $3,061+6.7% |
| Admin fee / account holder | $181 | $70+159.2% | $3,139-94.2% | $95+91.0% |