See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EVERENCE TRUST COMPANY1 year Service code 27 · EIN 35-2140529 | Advisory (Plan) | $34,548 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $454 |
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 | $143,607 | $79,523+80.6% | $140,016+2.6% | $56,287+155.1% |
| Participation rate | 98.2% | 85.7%+12.5pp | 87.5%+10.7pp | 69.9%+28.4pp |
| Annual return | -0.28% | 2.39%-2.7pp | 651.12%-651.4pp | -9.96%+9.7pp |
| Employer contribution / active EE | $5,250 | $3,350+56.7% | $5,606-6.3% | $2,111+148.7% |
| Participant deferral / active EE | $5,078 | $5,129-1.0% | $6,927-26.7% | $3,350+51.6% |
| Admin fee / account holder | $276 | $614-55.1% | $10,705-97.4% | $521-47.0% |