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 |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.1+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $17,005 |
TDAMERITRADE1+ years Filed as: TDAMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Other fees; Trustee (bank, trust comp... | $5,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,330 | $36,916-44.9% | $156,549-87.0% | $57,658-64.7% |
| Participation rate | 65.2% | 63.4%+1.8pp | 84.0%-18.8pp | 70.2%-5.0pp |
| Annual return | 10.73% | 12.38%-1.6pp | 32.23%-21.5pp | 5.13%+5.6pp |
| Employer contribution / active EE | $646 | $1,571-58.9% | $5,501-88.3% | $1,974-67.3% |
| Participant deferral / active EE | $1,219 | $1,926-36.7% | $4,871-75.0% | $3,061-60.2% |
| Admin fee / account holder | $38 | $82-54.4% | $13,027-99.7% | $95-60.2% |