Filed May 22, 2025
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 |
|---|---|---|
LPL FINANCIAL2+ years Service code 27 PO BOX 509025 · SAN DIEGO, CA 921509025 | Advisory (Plan) | $29,291 |
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY AND KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $23,096 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Custodial (securi... | $5,119 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,836 | $60,165-27.1% | $74,183-40.9% | $55,167-20.5% |
| Participation rate | 93.0% | 74.2%+18.8pp | 76.6%+16.4pp | 69.0%+24.0pp |
| Annual return | 8.29% | 10.00%-1.7pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $620 | $1,600-61.2% | $2,370-73.8% | $1,963-68.4% |
| Participant deferral / active EE | $4,069 | $2,973+36.9% | $3,550+14.6% | $3,054+33.2% |
| Admin fee / account holder | $261 | $419-37.7% | $5,586-95.3% | $504-48.1% |