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) | $56,257 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,798 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,219 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,370 | $111,608-36.1% | $177,821-59.9% | $73,409-2.8% |
| Participation rate | 97.8% | 87.9%+9.9pp | 87.7%+10.1pp | 72.2%+25.6pp |
| Annual return | 10.46% | 18.23%-7.8pp | 48.32%-37.9pp | 59.29%-48.8pp |
| Employer contribution / active EE | $5,278 | $3,796+39.0% | $5,918-10.8% | $2,234+136.3% |
| Participant deferral / active EE | $4,867 | $6,199-21.5% | $7,714-36.9% | $3,805+27.9% |
| Admin fee / account holder | $242 | $166+46.0% | $12,427-98.1% | $158+53.1% |