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.8 years Filed as: TD AMERITRADE Service code 15 · EIN 47-0533629 | Recordkeeping | $142,153 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 17 200 DRYDEN RD · DRESHER, PA 19025 | Pension Consulting | $55,493 |
ARMANINO LLP7 years Service code 10 · EIN 94-6214841 | Accounting | $19,110 |
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 | $33,520-100.0% | $334,201-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.9%-43.9pp | 2.1%-2.1pp |
| Annual return | 7.62% | 7.01%+0.6pp | 9.84%-2.2pp | 7.65%0pp |
| Employer contribution / active EE | $50,662 | $15,137+234.7% | $30,320+67.1% | $20,599+145.9% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,213-100.0% | $193-100.0% |