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.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Direct payment from the plan; Custodi... | $14,436 |
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 | $31,637 | $37,196-14.9% | $154,107-79.5% | $55,725-43.2% |
| Participation rate | 89.0% | 64.1%+24.9pp | 83.0%+5.9pp | 70.9%+18.1pp |
| Annual return | 14.31% | 1319.68%-1305.4pp | 735.12%-720.8pp | 244.93%-230.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,486 | $2,068+116.9% | $5,081-11.7% | $3,356+33.7% |
| Admin fee / account holder | $25 | $102-75.7% | $13,411-99.8% | $115-78.6% |