Filed April 9, 2025 (most recent of 3 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 |
|---|---|---|
FUND DIRECT ADVISORS1+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $13,118 |
STANLEY BENEFIT SERVICES, INC.1+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $6,508 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST CO. Service code 18 · EIN 20-0937408 | Direct payment from the plan; Trustee... | $4,348 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,124 | $70,667+143.6% | $123,104+39.8% | $52,331+228.9% |
| Participation rate | 86.0% | 83.7%+2.3pp | 86.8%-0.7pp | 68.1%+17.9pp |
| Annual return | 1.42% | 6.23%-4.8pp | 13.22%-11.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $8,896 | $2,946+202.0% | $5,151+72.7% | $1,882+372.8% |
| Participant deferral / active EE | $2,207 | $4,493-50.9% | $6,230-64.6% | $3,022-27.0% |
| Admin fee / account holder | $193 | $506-61.8% | $9,015-97.9% | $592-67.3% |