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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $158,750 |
ERNST & YOUNG LLP1 year Service code 15 · EIN 34-6565596 | Recordkeeping | $43,260 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.8+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,699 | $95,918+8.1% | $151,611-31.6% | $77,904+33.1% |
| Participation rate | 95.2% | 88.7%+6.5pp | 87.5%+7.7pp | 73.7%+21.5pp |
| Annual return | -12.79% | -5.50%-7.3pp | 3.33%-16.1pp | 12.21%-25.0pp |
| Employer contribution / active EE | $4,926 | $4,330+13.7% | $6,166-20.1% | $2,848+73.0% |
| Participant deferral / active EE | $7,114 | $7,508-5.3% | $8,363-14.9% | $4,806+48.0% |
| Admin fee / account holder | $146 | $93+56.5% | $11,616-98.7% | $133+10.1% |