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.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Recordkeeping and information managem... | $11,767 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,074 | $52,293-31.0% | $178,490-79.8% | $73,409-50.9% |
| Participation rate | 89.4% | 65.3%+24.1pp | 81.9%+7.5pp | 72.2%+17.2pp |
| Annual return | 3.15% | 34.75%-31.6pp | 151.07%-147.9pp | 59.29%-56.1pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,607 | $2,332+97.6% | $5,202-11.4% | $3,805+21.1% |
| Admin fee / account holder | $21 | $127-83.9% | $13,984-99.9% | $158-87.0% |