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 9-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.2+ years Filed as: TD AMERITRADE Service code 19 P.O.BOX 2209 · OMAHA, NE 681032209 | Securities Custodian | $24,437 |
SUNWEST PENSIONS1 year Service code 13 P.O. BOX 7850 · TEMPE, AZ 852810850 | Contract Administrator | $6,411 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,479 | $55,453+9.1% | $170,442-64.5% | $62,292-2.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.03% | 21.38%-9.3pp | 205.93%-193.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $7,485 | $2,164+246.0% | $5,433+37.8% | $2,042+266.5% |
| Participant deferral / active EE | $4,127 | $2,303+79.2% | $4,939-16.4% | $3,169+30.2% |
| Admin fee / account holder | $128 | $455-71.8% | $13,880-99.1% | $479-73.2% |