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 |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: USI ADVISORS, INC. Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $46,667 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,415 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,251 |
Service code 10 800 WILCREST DRIVE STE 205 · HOUSTON, TX 77042 | Accounting | $7,500 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,547 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,428 | $71,802-1.9% | $133,980-47.4% | $57,658+22.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 11.65% | 13.51%-1.9pp | 29.30%-17.6pp | 5.13%+6.5pp |
| Employer contribution / active EE | $9,761 | $3,161+208.8% | $5,211+87.3% | $1,974+394.5% |
| Participant deferral / active EE | $9,486 | $4,606+105.9% | $6,282+51.0% | $3,061+209.9% |
| Admin fee / account holder | $244 | $88+178.9% | $9,324-97.4% | $95+158.6% |