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 |
|---|---|---|
FIDUCIARYFIRST LLC1 year Service code 27 220 LOOKOUT PLACE STE 200 · MAITLAND, FL 32751 | Advisory (Plan) | $46,504 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 99 · EIN 95-2834236 | Other Fees | $42,588 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING INC Service code 71 3400 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Brokerage Fees | $32,012 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $20,926 |
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON FINANCIAL GROUP Service code 71 1015 CORPORATE SQUARE DR · ST LOUIS, MO 63132 | Brokerage Fees | $12,160 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 33 200 S 108TH AVE · OMAHA, NE 68154 | Securities brokerage; Other investmen... | $8,522 |
Service code 15 | Recordkeeping | $0 |
Filed as: GREAT-WEST LIFE & INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
TD AMERITRADE, INC.1 year Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $358,492 | $47,977+647.2% | $154,107+132.6% | $56,287+536.9% |
| Participation rate | 91.8% | 66.2%+25.7pp | 83.0%+8.8pp | 69.9%+22.0pp |
| Annual return | -6.65% | 3.54%-10.2pp | 735.12%-741.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $20,352 | $2,169+838.4% | $5,298+284.2% | $2,111+864.1% |
| Participant deferral / active EE | $11,099 | $2,392+364.0% | $5,081+118.5% | $3,350+231.3% |
| Admin fee / account holder | $490 | $438+11.8% | $13,411-96.3% | $521-6.0% |