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 ADVISORS4+ years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $21,446 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST CO. Service code 18 · EIN 20-0937408 | Custodial (other than securities); Ot... | $7,277 |
STANLEY BENEFIT SERVICES, INC.4+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $3,589 |
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 | $158,971 | $79,523+99.9% | $140,016+13.5% | $56,287+182.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -0.22% | 2.39%-2.6pp | 651.12%-651.3pp | -9.96%+9.7pp |
| Employer contribution / active EE | $11,237 | $3,350+235.4% | $5,606+100.5% | $2,111+432.3% |
| Participant deferral / active EE | $3,285 | $5,129-36.0% | $6,927-52.6% | $3,350-1.9% |
| Admin fee / account holder | $247 | $614-59.8% | $10,705-97.7% | $521-52.7% |