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 |
|---|---|---|
WILLOW CREEK FINANCIAL2+ years Service code 27 · EIN 68-0431551 | Advisory (Plan) | $51,094 |
PENCAL2+ years Service code 15 · EIN 94-2695108 | Recordkeeping | $25,186 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 · EIN 20-0937408 | Securities brokerage | $5,378 |
Service code 15 · EIN 68-0369583 | Recordkeeping | $1,640 |
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 | $27,552 | $37,044-25.6% | $71,796-61.6% | $57,658-52.2% |
| Participation rate | 77.4% | 61.1%+16.3pp | 69.1%+8.3pp | 70.2%+7.2pp |
| Annual return | 10.48% | 12.64%-2.2pp | 78.04%-67.6pp | 5.13%+5.3pp |
| Employer contribution / active EE | $1,447 | $720+100.9% | $1,924-24.8% | $1,974-26.7% |
| Participant deferral / active EE | $2,036 | $1,974+3.1% | $2,794-27.1% | $3,061-33.5% |
| Admin fee / account holder | $148 | $101+47.1% | $4,815-96.9% | $95+57.1% |