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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 24 30200 NORTHWESTERN HWY · FARMINGTON HILLS, MI 48334 | Discretionary Trustee | $3,855 |
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $0 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $102,552 | $59,186+73.3% | $76,768+33.6% | $56,287+82.2% |
| Participation rate | 70.2% | 75.2%-5.1pp | 77.0%-6.8pp | 69.9%+0.3pp |
| Annual return | -7.15% | 6.62%-13.8pp | 2.43%-9.6pp | -9.96%+2.8pp |
| Employer contribution / active EE | $2,240 | $1,759+27.4% | $2,485-9.9% | $2,111+6.1% |
| Participant deferral / active EE | $4,436 | $3,255+36.3% | $3,852+15.2% | $3,350+32.4% |
| Admin fee / account holder | $42 | $489-91.4% | $6,675-99.4% | $521-92.0% |