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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $6,418 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $279 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $251,138 | $77,813+222.7% | $123,544+103.3% | $64,186+291.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.37% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $22,912 | $3,014+660.2% | $4,628+395.1% | $2,381+862.3% |
| Participant deferral / active EE | $12,137 | $5,240+131.6% | $6,426+88.9% | $3,470+249.8% |
| Admin fee / account holder | $49 | $5,519-99.1% | $9,284-99.5% | $4,888-99.0% |