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 |
|---|---|---|
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $49,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,632 | $45,324-47.9% | $122,332-80.7% | $69,631-66.1% |
| Participation rate | 69.0% | 59.9%+9.1pp | 71.6%-2.6pp | 70.7%-1.6pp |
| Annual return | 18.85% | 25.35%-6.5pp | 30.27%-11.4pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $8 | $1,230-99.4% | $4,050-99.8% | $2,032-99.6% |
| Participant deferral / active EE | $1,242 | $2,367-47.5% | $3,287-62.2% | $3,224-61.5% |
| Admin fee / account holder | $129 | $87+48.0% | $5,478-97.6% | $110+16.6% |