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 |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $43,928 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,623 |
ROBERTSON & ROBERTSON, PLLC4 years Service code 10 800 WILCREST DRIVE STE 205 · HOUSTON, TX 77042 | Accounting | $14,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,885 |
TD AMERITRADE, INC.5+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,667 |
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 | $89,562 | $88,515+1.2% | $162,163-44.8% | $67,579+32.5% |
| Participation rate | 99.7% | 86.8%+12.9pp | 87.6%+12.2pp | 71.3%+28.5pp |
| Annual return | 26.06% | 27.04%-1.0pp | 115.59%-89.5pp | 378.56%-352.5pp |
| Employer contribution / active EE | $9,392 | $3,563+163.6% | $5,614+67.3% | $2,148+337.3% |
| Participant deferral / active EE | $10,199 | $5,724+78.2% | $7,298+39.8% | $3,539+188.2% |
| Admin fee / account holder | $273 | $124+120.6% | $10,843-97.5% | $142+91.7% |