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: BRIDGES INVESTMENT MANAGEMENT Service code 27 1125 SOUTH 103RD STREET · OMAHA, NC 68124 | Advisory (Plan) | $38,741 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Claims processing; Recordkeeping and ... | $33,602 |
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 | $52,519 | $73,638-28.7% | $95,952-45.3% | $73,488-28.5% |
| Participation rate | 98.6% | 76.2%+22.4pp | 77.1%+21.5pp | 70.7%+27.9pp |
| Annual return | 13.53% | 16.78%-3.3pp | 91.61%-78.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,331 | $1,863-28.6% | $2,541-47.6% | $2,270-41.4% |
| Participant deferral / active EE | $5,762 | $3,617+59.3% | $4,167+38.3% | $3,740+54.1% |
| Admin fee / account holder | $278 | $482-42.3% | $6,795-95.9% | $513-45.8% |