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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $131,132 |
Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 27 7425 MISSION VALLEY RD · SAN DIEGO, CA 92108 | Advisory (Plan) | $35,693 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $111 |
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 | $60,992 | $55,790+9.3% | $76,817-20.6% | $67,579-9.7% |
| Participation rate | 86.5% | 71.1%+15.4pp | 72.1%+14.4pp | 71.3%+15.2pp |
| Annual return | 19.96% | 64.45%-44.5pp | 1166.11%-1146.1pp | 378.56%-358.6pp |
| Employer contribution / active EE | $1,904 | $1,810+5.2% | $2,302-17.3% | $2,148-11.3% |
| Participant deferral / active EE | $4,154 | $2,875+44.5% | $3,336+24.5% | $3,539+17.4% |
| Admin fee / account holder | $281 | $159+76.3% | $6,420-95.6% | $142+97.2% |