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 |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 63 · EIN 23-3038464 1500 MARKET STREET, SUITE 3310E · PHILADELPHIA, PA 19102 | 12b-1 Fees | $475 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 · EIN 47-0533629 PO BOX 2226 · OMAHA, NE 681032226 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,125 | $72,177+12.4% | $115,037-29.5% | $59,632+36.0% |
| Participation rate | 87.0% | 72.6%+14.4pp | 81.4%+5.6pp | 68.7%+18.3pp |
| Annual return | 15.38% | 12.02%+3.4pp | 26.14%-10.8pp | 2041.28%-2025.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,404 | $4,783+117.5% | $6,026+72.6% | $3,192+226.0% |
| Admin fee / account holder | $7,209 | $4,927+46.3% | $8,175-11.8% | $4,297+67.8% |