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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,900 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $25,481 |
JNBA FINANCIAL ADVISORS2 years Service code 27 · EIN 41-1389326 | Advisory (Plan) | $14,226 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,078 | $79,523+8.2% | $140,016-38.5% | $56,287+52.9% |
| Participation rate | 99.2% | 85.7%+13.5pp | 87.5%+11.7pp | 69.9%+29.4pp |
| Annual return | -3.75% | 2.39%-6.1pp | 651.12%-654.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $3,420 | $3,350+2.1% | $5,606-39.0% | $2,111+62.0% |
| Participant deferral / active EE | $5,034 | $5,129-1.8% | $6,927-27.3% | $3,350+50.3% |
| Admin fee / account holder | $451 | $614-26.6% | $10,705-95.8% | $521-13.5% |