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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $161,987 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.9+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,240 | $112,686+5.8% | $169,993-29.9% | $80,160+48.8% |
| Participation rate | 95.0% | 87.4%+7.7pp | 87.0%+8.0pp | 72.9%+22.1pp |
| Annual return | 15.96% | 67.04%-51.1pp | 53.37%-37.4pp | 40.38%-24.4pp |
| Employer contribution / active EE | $5,053 | $4,481+12.8% | $6,785-25.5% | $2,978+69.7% |
| Participant deferral / active EE | $7,633 | $7,876-3.1% | $10,408-26.7% | $5,017+52.1% |
| Admin fee / account holder | $72 | $99-27.8% | $12,815-99.4% | $145-50.6% |