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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 31 · EIN 95-2834236 | Direct payment from the plan; Named f... | $70,514 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $10,210 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPM SECURITIES Service code 26 · EIN 13-4110995 | Advisory (Participants) | $3,197 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 200 S 108TH AVE · OMAHA, NE 68154 | Shareholder servicing fees; Securitie... | $2,451 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $463 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P.MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
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 | $0 | $46,732-100.0% | $156,549-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 84.0%-84.0pp | 69.0%-69.0pp |
| Annual return | 8.00% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $21,940 | $2,105+942.2% | $5,501+298.8% | $1,963+1017.9% |
| Participant deferral / active EE | $11,591 | $2,204+425.8% | $4,871+137.9% | $3,054+279.5% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |