Filed July 31, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
INSTITUTIONAL SECURITIES CORP1+ years Service code 26 3500 OAK LAWN AVE, SUITE 400 · DALLAS, TX 75219 | Advisory (Participants) | $12,870 |
WARREN AVERETT, LLC1+ years Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 15 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $2,250 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,724 | $41,854-43.3% | $73,843-67.9% | $52,331-54.7% |
| Participation rate | 83.1% | 66.2%+16.8pp | 73.4%+9.6pp | 68.1%+15.0pp |
| Annual return | -1.02% | 2.11%-3.1pp | 2267.84%-2268.9pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,475 | $2,498+39.1% | $3,583-3.0% | $3,022+15.0% |
| Admin fee / account holder | $120 | $493-75.6% | $4,880-97.5% | $592-79.7% |