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 |
|---|---|---|
BEACON POINTE ADVISORS LLC4 years Filed as: BEACON POINTE ADVISORS, LLC Service code 26 · EIN 68-0488677 | Advisory (Participants) | $63,599 |
Filed as: MERRILL LYNCH Service code 26 2320 E. BIDWELL STREET, SUITE 100 · FOLSOM, CA 95630 | Advisory (Participants) | $45,279 |
Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $18,562 |
PACIFIC FINANCIAL GROUP, INC5 years Service code 26 977 108TH AVENUE · NE BELLEVUE, WA 98004 | Advisory (Participants) | $18,117 |
Service code 26 · EIN 81-2550846 | Advisory (Participants) | $17,589 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 72-1560834 | Advisory (Participants) | $14,036 |
TD AMERITRADE, INC.7+ years Service code 19 · EIN 82-0543156 | Securities Custodian | $12,499 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $8,933 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Fl... | $0 |
MATRIX TRUST COMPANY4 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $559,399 | $104,475+435.4% | $159,436+250.9% | $79,386+604.7% |
| Participation rate | 98.5% | 76.6%+21.9pp | 82.8%+15.7pp | 70.7%+27.8pp |
| Annual return | 15.57% | 67.95%-52.4pp | 263.57%-248.0pp | 116.85%-101.3pp |
| Employer contribution / active EE | $20,434 | $3,417+498.1% | $4,829+323.1% | $2,427+741.8% |
| Participant deferral / active EE | $10,925 | $6,467+68.9% | $7,352+48.6% | $4,046+170.0% |
| Admin fee / account holder | $1,000 | $711+40.7% | $10,799-90.7% | $626+59.7% |