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.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $33,340 |
G&S CAPITAL LLC1 year Filed as: G&S CAPITAL Service code 12 6501 E.BELLEVIEW AVE., STE 110 · ENGLEWOOD, CO 80120 | Claims processing; Recordkeeping and ... | $21,417 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,950 | $58,512+48.6% | $84,015+3.5% | $72,985+19.1% |
| Participation rate | 80.5% | 61.2%+19.2pp | 69.0%+11.4pp | 69.5%+11.0pp |
| Annual return | 19.68% | 28.93%-9.3pp | 71.31%-51.6pp | 81.00%-61.3pp |
| Employer contribution / active EE | $854 | $1,163-26.6% | $1,983-57.0% | $2,440-65.0% |
| Participant deferral / active EE | $4,093 | $2,394+71.0% | $3,239+26.4% | $3,607+13.5% |
| Admin fee / account holder | $502 | $4,569-89.0% | $6,101-91.8% | $5,124-90.2% |