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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: FINANCIAL ADVOCATES INVESTMENT Service code 28 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Investment Management | $21,927 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,950 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,081 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $20 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,955 | $37,117-32.8% | $147,614-83.1% | $55,191-54.8% |
| Participation rate | 86.4% | 63.6%+22.8pp | 84.6%+1.8pp | 69.2%+17.2pp |
| Annual return | 0.42% | 3.44%-3.0pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,375 | $1,620+46.5% | $5,564-57.3% | $1,899+25.1% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $43 | $86-50.0% | $11,611-99.6% | $91-52.8% |