Filed October 13, 2022
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 |
|---|---|---|
FINDLEY2 years Filed as: FINDLEY, INC Service code 15 · EIN 34-1213174 | Recordkeeping | $36,982 |
AXIA ADVISORY CORPORATION3 years Filed as: AXIA ADVISORY INC Service code 26 · EIN 35-1859469 | Advisory (Participants) | $22,651 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Trustee (bank, trust company, or simi... | $9,654 |
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 | $64,297 | $62,928+2.2% | $172,739-62.8% | $67,579-4.9% |
| Participation rate | 78.8% | 64.5%+14.3pp | 82.6%-3.9pp | 71.3%+7.5pp |
| Annual return | 21.30% | 30.36%-9.1pp | 802.84%-781.5pp | 378.56%-357.3pp |
| Employer contribution / active EE | $1,451 | $1,636-11.3% | $5,143-71.8% | $2,148-32.4% |
| Participant deferral / active EE | $3,256 | $2,145+51.8% | $5,198-37.4% | $3,539-8.0% |
| Admin fee / account holder | $151 | $167-9.6% | $13,954-98.9% | $142+5.9% |