Filed October 13, 2022
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 |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 15 · EIN 06-1053228 | Recordkeeping | $37,984 |
AXIA ADVISORY CORPORATION4 years Filed as: AXIA ADVISORY INC Service code 26 · EIN 35-1859469 | Advisory (Participants) | $30,590 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Direct payment from the plan; Sub-tra... | $5,401 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Direct payment from the plan; Sub-tra... | $4,771 |
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 | $73,842 | $52,293+41.2% | $178,490-58.6% | $73,409+0.6% |
| Participation rate | 69.7% | 65.3%+4.3pp | 81.9%-12.3pp | 72.2%-2.5pp |
| Annual return | 19.17% | 34.75%-15.6pp | 151.07%-131.9pp | 59.29%-40.1pp |
| Employer contribution / active EE | $1,333 | $1,735-23.2% | $5,011-73.4% | $2,234-40.3% |
| Participant deferral / active EE | $2,812 | $2,332+20.6% | $5,202-45.9% | $3,805-26.1% |
| Admin fee / account holder | $168 | $127+31.6% | $13,984-98.8% | $158+6.1% |