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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.
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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 |
|---|---|---|
WILLOW CREEK FINANCIAL1+ years Service code 27 · EIN 68-0431551 | Advisory (Plan) | $46,835 |
PENCAL1+ years Service code 15 · EIN 94-2695108 | Recordkeeping | $21,950 |
Service code 15 · EIN 68-0369583 | Recordkeeping | $7,420 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 · EIN 20-0937408 | Securities brokerage | $4,855 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,363 | $33,745-27.8% | $64,105-62.0% | $55,191-55.9% |
| Participation rate | 77.4% | 59.4%+18.0pp | 68.2%+9.2pp | 69.2%+8.2pp |
| Annual return | -2.88% | 4.95%-7.8pp | 791.24%-794.1pp | 10.78%-13.7pp |
| Employer contribution / active EE | $1,338 | $641+108.7% | $1,820-26.5% | $1,899-29.6% |
| Participant deferral / active EE | $1,866 | $1,929-3.3% | $2,822-33.9% | $3,046-38.7% |
| Admin fee / account holder | $141 | $94+49.4% | $4,499-96.9% | $91+55.3% |