Filed July 21, 2021
Total covered: 2 employees
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 |
|---|---|---|
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Claims processing; Recordkeeping and ... | $8,242 |
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 | $26,404 | $46,173-42.8% | $170,442-84.5% | $69,631-62.1% |
| Participation rate | 92.4% | 63.9%+28.5pp | 83.6%+8.8pp | 70.7%+21.7pp |
| Annual return | 13.53% | 21.62%-8.1pp | 205.93%-192.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,609 | $2,080+121.5% | $4,939-6.7% | $3,224+43.0% |
| Admin fee / account holder | $14 | $116-88.0% | $13,880-99.9% | $110-87.4% |