Filed November 5, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,460 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $497 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
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 | $157,930 | $81,537+93.7% | $149,718+5.5% | $69,631+126.8% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.1%+11.2pp | 70.7%+27.6pp |
| Annual return | 20.46% | 22.79%-2.3pp | 1501.63%-1481.2pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $6,194 | $3,239+91.2% | $5,445+13.8% | $2,032+204.8% |
| Participant deferral / active EE | $6,672 | $4,994+33.6% | $6,569+1.6% | $3,224+107.0% |
| Admin fee / account holder | $95 | $107-11.4% | $11,283-99.2% | $110-14.3% |