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 |
|---|---|---|
NFP RETIREMENT INC1 year Service code 99 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Other Fees | $52,261 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 99 · EIN 95-2834236 | Other Fees | $50,566 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $24,559 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Shareholder ser... | $2,812 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $504,141 | $52,293+864.1% | $178,490+182.4% | $73,409+586.8% |
| Participation rate | 95.5% | 65.3%+30.2pp | 81.9%+13.6pp | 72.2%+23.4pp |
| Annual return | 21.80% | 34.75%-13.0pp | 151.07%-129.3pp | 59.29%-37.5pp |
| Employer contribution / active EE | $22,061 | $1,735+1171.3% | $5,011+340.3% | $2,234+887.7% |
| Participant deferral / active EE | $12,852 | $2,332+451.1% | $5,202+147.1% | $3,805+237.7% |
| Admin fee / account holder | $435 | $127+241.4% | $13,984-96.9% | $158+175.4% |