Filed June 2, 2021 (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 |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $26,432 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,000 |
MORNINGSTAR1 year Service code 27 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $3,202 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $169 |
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 | $62,546 | $89,739-30.3% | $149,718-58.2% | $62,292+0.4% |
| Participation rate | 98.8% | 85.1%+13.7pp | 87.1%+11.8pp | 69.5%+29.3pp |
| Annual return | 15.21% | 21.01%-5.8pp | 1501.63%-1486.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $5,072 | $3,233+56.9% | $5,445-6.8% | $2,042+148.4% |
| Participant deferral / active EE | $6,925 | $4,797+44.4% | $6,569+5.4% | $3,169+118.5% |
| Admin fee / account holder | $195 | $551-64.6% | $11,283-98.3% | $479-59.3% |