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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 FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 99 · EIN 95-2834236 | Other Fees | $53,316 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $21,579 |
TD AMERITRADE, INC.2 years Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $410,831 | $62,928+552.9% | $172,739+137.8% | $67,579+507.9% |
| Participation rate | 95.2% | 64.5%+30.7pp | 82.6%+12.5pp | 71.3%+23.9pp |
| Annual return | 26.41% | 30.36%-3.9pp | 802.84%-776.4pp | 378.56%-352.1pp |
| Employer contribution / active EE | $21,619 | $1,636+1221.4% | $5,143+320.4% | $2,148+906.6% |
| Participant deferral / active EE | $11,821 | $2,145+451.1% | $5,198+127.4% | $3,539+234.0% |
| Admin fee / account holder | $263 | $167+57.7% | $13,954-98.1% | $142+84.7% |