Filed December 18, 2014 (most recent of 2 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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $134,085 |
Service code 15 · EIN 05-0262309 | Recordkeeping | $8,520 |
TD AMERITRADE, INC.6+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $69 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,502 | $110,699+8.9% | $177,821-32.2% | $90,288+33.5% |
| Participation rate | 96.5% | 88.3%+8.2pp | 87.7%+8.8pp | 73.4%+23.2pp |
| Annual return | 13.59% | 22.79%-9.2pp | 48.32%-34.7pp | 53.97%-40.4pp |
| Employer contribution / active EE | $4,892 | $4,118+18.8% | $5,918-17.3% | $2,524+93.8% |
| Participant deferral / active EE | $6,609 | $6,731-1.8% | $7,714-14.3% | $4,232+56.2% |
| Admin fee / account holder | $80 | $90-11.2% | $12,427-99.4% | $114-29.9% |