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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 |
|---|---|---|
SECURITIES AMERICA INC4+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $98,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,342 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $32,013 | $60,396-47.0% | $83,848-61.8% | $75,289-57.5% |
| Participation rate | 84.0% | 80.7%+3.2pp | 76.1%+7.8pp | 72.4%+11.5pp |
| Annual return | -7.05% | 3.84%-10.9pp | 850.88%-857.9pp | -0.04%-7.0pp |
| Employer contribution / active EE | $722 | $3,343-78.4% | $3,631-80.1% | $2,405-70.0% |
| Participant deferral / active EE | $4,200 | $2,922+43.7% | $4,082+2.9% | $3,739+12.3% |
| Admin fee / account holder | $11 | $141-92.3% | $5,478-99.8% | $102-89.4% |