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.5+ years Filed as: TD AMERITRADE Service code 19 P.O.BOX 2209 · OMAHA, NE 681032209 | Securities Custodian | $19,323 |
SUNWEST PENSIONS4 years Service code 13 P.O. BOX 7850 · TEMPE, AZ 852810850 | Contract Administrator | $2,226 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,731 | $58,879+4.8% | $178,490-65.4% | $73,488-16.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.72% | 24.86%-11.1pp | 151.07%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $6,299 | $2,236+181.7% | $5,011+25.7% | $2,270+177.5% |
| Participant deferral / active EE | $3,572 | $2,567+39.1% | $5,202-31.3% | $3,740-4.5% |
| Admin fee / account holder | $63 | $400-84.3% | $13,984-99.6% | $513-87.8% |