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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 31 · EIN 95-2834236 | Direct payment from the plan; Named f... | $39,975 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC Service code 71 3400 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Brokerage Fees | $17,530 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $14,341 |
Filed as: LARSON FINANCIAL GROUP Service code 71 1015 CORPORATE SQUARE DR · ST LOUIS, MO 63132 | Brokerage Fees | $8,617 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 200 S 108TH AVE · OMAHA, NE 68154 | Other investment fees and expenses; S... | $6,492 |
Service code 15 | Recordkeeping | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $433,390 | $55,453+681.5% | $170,442+154.3% | $62,292+595.7% |
| Participation rate | 90.5% | 66.4%+24.1pp | 83.6%+6.9pp | 69.5%+20.9pp |
| Annual return | 19.39% | 21.38%-2.0pp | 205.93%-186.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $17,980 | $2,164+731.0% | $5,433+231.0% | $2,042+780.4% |
| Participant deferral / active EE | $9,462 | $2,303+310.9% | $4,939+91.6% | $3,169+198.6% |
| Admin fee / account holder | $259 | $455-43.2% | $13,880-98.1% | $479-46.0% |