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 ADVISORS3+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $15,926 |
STANLEY BENEFIT SERVICES, INC.3+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $8,321 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST CO. Service code 18 · EIN 20-0937408 | Trustee (bank, trust company, or simi... | $6,171 |
Annual investment return 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 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 | $181,705 | $89,739+102.5% | $149,718+21.4% | $62,292+191.7% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 4.83% | 21.01%-16.2pp | 1501.63%-1496.8pp | 28.90%-24.1pp |
| Employer contribution / active EE | $10,952 | $3,233+238.8% | $5,445+101.1% | $2,042+436.3% |
| Participant deferral / active EE | $3,140 | $4,797-34.5% | $6,569-52.2% | $3,169-0.9% |
| Admin fee / account holder | $238 | $551-56.9% | $11,283-97.9% | $479-50.4% |