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.3+ years Filed as: TD AMERITRADE Service code 19 P.O.BOX 2209 · OMAHA, NE 681032209 | Securities Custodian | $25,676 |
SUNWEST PENSIONS2 years Service code 13 P.O. BOX 7850 · TEMPE, AZ 852810850 | Contract Administrator | $9,696 |
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 | $54,904 | $47,977+14.4% | $154,107-64.4% | $56,287-2.5% |
| Participation rate | 98.4% | 66.2%+32.2pp | 83.0%+15.4pp | 69.9%+28.6pp |
| Annual return | -0.19% | 3.54%-3.7pp | 735.12%-735.3pp | -9.96%+9.8pp |
| Employer contribution / active EE | $6,962 | $2,169+221.0% | $5,298+31.4% | $2,111+229.8% |
| Participant deferral / active EE | $3,490 | $2,392+45.9% | $5,081-31.3% | $3,350+4.2% |
| Admin fee / account holder | $141 | $438-67.8% | $13,411-98.9% | $521-72.9% |