Filed December 27, 2024
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 |
|---|---|---|
Filed as: STEWARD PARTNERS INVESTMENT ADV. Service code 27 1776 EYES STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $60,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,436 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $125 |
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 | $221,221 | $100,801+119.5% | $149,696+47.8% | $73,409+201.4% |
| Participation rate | 98.5% | 77.7%+20.9pp | 82.5%+16.1pp | 72.2%+26.4pp |
| Annual return | 16.97% | 265.34%-248.4pp | 276.60%-259.6pp | 59.29%-42.3pp |
| Employer contribution / active EE | $7,224 | $3,312+118.1% | $4,644+55.5% | $2,234+223.4% |
| Participant deferral / active EE | $9,210 | $6,404+43.8% | $6,842+34.6% | $3,805+142.0% |
| Admin fee / account holder | $156 | $181-13.7% | $9,309-98.3% | $158-1.2% |