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.
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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.5+ years Service code 15 · EIN 20-4006400 | Recordkeeping | $57,226 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 629 GREEN VALLEY ROAD · GREENSBORO, NC 27408 | Advisory (Participants) | $34,806 |
TDAMERITRADE5+ years Filed as: TDAMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Other fees; Trustee (directed); Custo... | $8,009 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Other fees; Trustee (directed); Custo... | $2,341 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,219 | $52,293-53.7% | $178,490-86.4% | $73,409-67.0% |
| Participation rate | 86.8% | 65.3%+21.4pp | 81.9%+4.9pp | 72.2%+14.6pp |
| Annual return | 9.52% | 34.75%-25.2pp | 151.07%-141.6pp | 59.29%-49.8pp |
| Employer contribution / active EE | $858 | $1,735-50.5% | $5,011-82.9% | $2,234-61.6% |
| Participant deferral / active EE | $1,721 | $2,332-26.2% | $5,202-66.9% | $3,805-54.8% |
| Admin fee / account holder | $124 | $127-2.9% | $13,984-99.1% | $158-21.7% |