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 INVESTMENTADV. Service code 27 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Advisory (Plan) | $59,992 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,014 |
TD AMERITRADE, INC.8+ years Filed as: TD AMERITRADE Service code 33 200 S 108TH STREET · OMAHA, NE 68154 | Securities brokerage | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,584 | $82,202+141.6% | $125,339+58.4% | $64,808+206.4% |
| Participation rate | 96.7% | 77.9%+18.9pp | 82.4%+14.4pp | 71.5%+25.3pp |
| Annual return | -17.01% | 3.48%-20.5pp | 572.05%-589.1pp | 32.82%-49.8pp |
| Employer contribution / active EE | $7,400 | $3,615+104.7% | $4,814+53.7% | $2,506+195.3% |
| Participant deferral / active EE | $9,632 | $7,175+34.2% | $7,446+29.3% | $4,310+123.5% |
| Admin fee / account holder | $149 | $163-8.7% | $10,010-98.5% | $188-20.6% |