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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $50,883 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN EDWARDS Service code 10 · EIN 54-0504608 | Accounting | $13,000 |
CWA ASSET MANAGEMENT GROUP LLC3 years Service code 50 · EIN 45-2976253 | Direct Payment | $10,662 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $428 |
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 | $133,975 | $100,801+32.9% | $149,696-10.5% | $73,409+82.5% |
| Participation rate | 89.8% | 77.7%+12.1pp | 82.5%+7.3pp | 72.2%+17.6pp |
| Annual return | 16.13% | 265.34%-249.2pp | 276.60%-260.5pp | 59.29%-43.2pp |
| Employer contribution / active EE | $3,571 | $3,312+7.8% | $4,644-23.1% | $2,234+59.9% |
| Participant deferral / active EE | $7,286 | $6,404+13.8% | $6,842+6.5% | $3,805+91.5% |
| Admin fee / account holder | $136 | $181-25.0% | $9,309-98.5% | $158-14.1% |