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 |
|---|---|---|
TD AMERITRADE, INC.7 years Filed as: TD AMERITRADE Service code 15 · EIN 47-0533629 | Recordkeeping | $107,161 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 17 200 DRYDEN RD · DRESHER, PA 19025 | Pension Consulting | $60,018 |
ARMANINO LLP6 years Service code 10 · EIN 94-6214841 | Accounting | $18,900 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 11.29% | 9.92%+1.4pp | 32.30%-21.0pp | 22.81%-11.5pp |
| Employer contribution / active EE | $73,380 | $16,139+354.7% | $33,955+116.1% | $18,290+301.2% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |