Filed October 13, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2+ years Filed as: FINDLEY DAVIES INC Service code 15 · EIN 34-1213174 | Recordkeeping | $45,079 |
AXIA ADVISORY CORPORATION2+ years Filed as: AXIA ADVISORS Service code 27 10293 N MERIDIAN ST · INDIANAPOLIS, IN 46290 | Advisory (Plan) | $32,882 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Distribution (12b-1) fees; Custodial ... | $10,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,550 | $36,916+47.8% | $156,549-65.2% | $57,658-5.4% |
| Participation rate | 62.7% | 63.4%-0.8pp | 84.0%-21.3pp | 70.2%-7.6pp |
| Annual return | 7.16% | 12.38%-5.2pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,143 | $1,571-27.2% | $5,501-79.2% | $1,974-42.1% |
| Participant deferral / active EE | $2,498 | $1,926+29.7% | $4,871-48.7% | $3,061-18.4% |
| Admin fee / account holder | $231 | $82+179.6% | $13,027-98.2% | $95+144.0% |