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 |
|---|---|---|
INR ADVISORY SERVICES, LLC4+ years Service code 26 · EIN 02-0755540 | Advisory (Participants) | $55,845 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $17,100 |
INVESTNRETIRE, LLC4+ years Service code 15 · EIN 34-1987439 | Recordkeeping | $16,747 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,406 | $89,652-10.3% | $141,162-43.0% | $65,185+23.4% |
| Participation rate | 87.0% | 74.7%+12.3pp | 82.5%+4.6pp | 70.2%+16.8pp |
| Annual return | 3.48% | 32.79%-29.3pp | 71.39%-67.9pp | 29.38%-25.9pp |
| Employer contribution / active EE | $1,226 | $3,065-60.0% | $4,735-74.1% | $2,177-43.7% |
| Participant deferral / active EE | $6,879 | $5,691+20.9% | $6,709+2.5% | $3,514+95.8% |
| Admin fee / account holder | $284 | $569-50.1% | $10,261-97.2% | $847-66.5% |