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 |
|---|---|---|
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $94,817 |
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 | $72,910 | $155,795-53.2% | $136,294-46.5% | $69,631+4.7% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 70.7%+13.4pp |
| Annual return | 18.16% | 232464.33%-232446.2pp | 5155.94%-5137.8pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $3,255 | $2,991+8.8% | $4,695-30.7% | $2,032+60.2% |
| Participant deferral / active EE | $9,264 | $5,394+71.8% | $6,247+48.3% | $3,224+187.4% |
| Admin fee / account holder | $218 | $128+70.4% | $9,243-97.6% | $110+97.8% |