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 |
|---|---|---|
Filed as: IFP ADVISORS, INC. Service code 16 · EIN 59-3331424 | Consulting | $61,108 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $37,345 |
CROWE LLP2 years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $20 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $74,324 | $53,925+37.8% | $75,670-1.8% | $69,631+6.7% |
| Participation rate | 92.5% | 71.2%+21.3pp | 72.3%+20.1pp | 70.7%+21.8pp |
| Annual return | 16.27% | 17.84%-1.6pp | 27.34%-11.1pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,138 | $1,802-36.8% | $2,352-51.6% | $2,032-44.0% |
| Participant deferral / active EE | $6,707 | $2,569+161.0% | $3,142+113.4% | $3,224+108.1% |
| Admin fee / account holder | $247 | $97+154.5% | $5,800-95.7% | $110+123.8% |