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 |
|---|---|---|
SECURITIES AMERICA INC3+ years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $31,122 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,511 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $534 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,285 | $43,411+36.6% | $94,993-37.6% | $69,631-14.9% |
| Participation rate | 59.1% | 64.4%-5.3pp | 73.9%-14.8pp | 70.7%-11.6pp |
| Annual return | 18.52% | 22.54%-4.0pp | 27.12%-8.6pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $865 | $1,202-28.0% | $2,603-66.8% | $2,032-57.4% |
| Participant deferral / active EE | $1,832 | $2,384-23.2% | $3,317-44.8% | $3,224-43.2% |
| Admin fee / account holder | $69 | $87-20.5% | $4,960-98.6% | $110-37.1% |