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.2+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $38,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,628 | $77,634-32.2% | $156,549-66.4% | $62,891-16.3% |
| Participation rate | 97.7% | 71.2%+26.5pp | 84.0%+13.7pp | 69.3%+28.4pp |
| Annual return | 6.51% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,186 | $3,444-65.6% | $5,501-78.4% | $2,281-48.0% |
| Participant deferral / active EE | $2,159 | $3,045-29.1% | $4,871-55.7% | $3,203-32.6% |
| Admin fee / account holder | $392 | $5,561-93.0% | $13,027-97.0% | $4,296-90.9% |