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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.
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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 |
|---|---|---|
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $18,051 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 26 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Participants) | $15,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,175 | $58,101-17.1% | $118,925-59.5% | $73,409-34.4% |
| Participation rate | 66.9% | 56.1%+10.8pp | 75.4%-8.5pp | 72.2%-5.2pp |
| Annual return | 16.50% | 20.56%-4.1pp | 35.88%-19.4pp | 59.29%-42.8pp |
| Employer contribution / active EE | $251 | $1,445-82.6% | $3,263-92.3% | $2,234-88.8% |
| Participant deferral / active EE | $3,255 | $2,400+35.6% | $4,265-23.7% | $3,805-14.5% |
| Admin fee / account holder | $155 | $138+11.9% | $6,581-97.7% | $158-2.1% |