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 |
|---|---|---|
FEDERMAN LALLY & REMIS, LLC6+ years Service code 10 231 FARMINGTON AVE · FARMINGTON, CT 06032 | Accounting | $17,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,724 |
Filed as: ENVESTNET INC DBA ENVESTNET RETIREM Service code 27 1801 CALIFORNIA ST 23RD FL · DENVER, CO 80202 | Advisory (Plan) | $8,678 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $4,253 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $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 | $55,698 | $79,519-30.0% | $95,952-42.0% | $73,409-24.1% |
| Participation rate | 97.0% | 81.2%+15.9pp | 77.1%+20.0pp | 72.2%+24.9pp |
| Annual return | 14.84% | 19.20%-4.4pp | 91.61%-76.8pp | 59.29%-44.5pp |
| Employer contribution / active EE | $996 | $2,048-51.4% | $2,541-60.8% | $2,234-55.4% |
| Participant deferral / active EE | $3,252 | $4,138-21.4% | $4,167-22.0% | $3,805-14.5% |
| Admin fee / account holder | $162 | $184-12.0% | $6,795-97.6% | $158+2.8% |