Filed March 20, 2026 (most recent of 6 filings on file)
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 |
|---|---|---|
Filed as: ALERA GROUP INC DBA ALERA INVESTMEN Service code 27 3 PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $50,746 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,077 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,636 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE, INC Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $613 |
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 | $65,140 | $88,515-26.4% | $162,163-59.8% | $67,579-3.6% |
| Participation rate | 94.9% | 86.8%+8.1pp | 87.6%+7.3pp | 71.3%+23.6pp |
| Annual return | 21.37% | 27.04%-5.7pp | 115.59%-94.2pp | 378.56%-357.2pp |
| Employer contribution / active EE | $5,000 | $3,563+40.3% | $5,614-10.9% | $2,148+132.8% |
| Participant deferral / active EE | $4,176 | $5,724-27.0% | $7,298-42.8% | $3,539+18.0% |
| Admin fee / account holder | $231 | $124+86.6% | $10,843-97.9% | $142+62.2% |