Filed April 13, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 55 200 S 108TH AVE · OMAHA, NE 681542631 | Other Commissions | $53,493 |
OLIO FINANCIAL PLANNING2 years Service code 28 · EIN 47-5598884 | Investment Management | $16,127 |
FISHER INVESTMENTS1 year Service code 28 · EIN 20-2480800 | Investment Management | $8,609 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,690 | $81,548+63.9% | $141,162-5.3% | $89,569+49.3% |
| Participation rate | 93.5% | 64.9%+28.6pp | 82.5%+11.0pp | 69.6%+23.9pp |
| Annual return | 24.23% | 47.43%-23.2pp | 71.39%-47.2pp | 34.56%-10.3pp |
| Employer contribution / active EE | $5,122 | $2,272+125.5% | $4,735+8.2% | $2,584+98.2% |
| Participant deferral / active EE | $8,221 | $5,280+55.7% | $6,709+22.5% | $4,220+94.8% |
| Admin fee / account holder | $82 | $68+20.5% | $10,261-99.2% | $72+14.5% |