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.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $2,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,180 | $32,425-6.9% | $74,583-59.5% | $55,167-45.3% |
| Participation rate | 24.5% | 54.0%-29.5pp | 68.1%-43.6pp | 69.0%-44.5pp |
| Annual return | 4.73% | 10.63%-5.9pp | 20.47%-15.7pp | 169.23%-164.5pp |
| Employer contribution / active EE | $483 | $1,043-53.7% | $2,525-80.9% | $1,963-75.4% |
| Participant deferral / active EE | $1,047 | $1,995-47.5% | $3,458-69.7% | $3,054-65.7% |
| Admin fee / account holder | $43 | $748-94.2% | $4,138-99.0% | $504-91.4% |