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 |
|---|---|---|
SECURITIES AMERICA INC6+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $78,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,768 |
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 | $47,815 | $91,517-47.8% | $101,248-52.8% | $73,409-34.9% |
| Participation rate | 92.2% | 73.8%+18.5pp | 75.8%+16.4pp | 72.2%+20.1pp |
| Annual return | 19.84% | 17.17%+2.7pp | 46.47%-26.6pp | 59.29%-39.5pp |
| Employer contribution / active EE | $1,080 | $2,877-62.4% | $3,660-70.5% | $2,234-51.6% |
| Participant deferral / active EE | $5,835 | $3,338+74.8% | $4,370+33.5% | $3,805+53.3% |
| Admin fee / account holder | $11 | $216-95.1% | $5,945-99.8% | $158-93.3% |