Filed May 5, 2021 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES1+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $78,584 |
BLUESTAR RETIREMENT ADVISORS1+ years Filed as: BLUESTAR RETIREMENT ADVISERS Service code 27 · EIN 20-3000000 | Advisory (Plan) | $43,352 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $13,190 |
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 | $55,768 | $55,182+1.1% | $73,307-23.9% | $55,191+1.0% |
| Participation rate | 90.2% | 73.9%+16.3pp | 74.9%+15.3pp | 69.2%+21.1pp |
| Annual return | 0.95% | 8.55%-7.6pp | 5.67%-4.7pp | 10.78%-9.8pp |
| Employer contribution / active EE | $3,622 | $1,935+87.2% | $3,237+11.9% | $1,899+90.8% |
| Participant deferral / active EE | $6,697 | $4,641+44.3% | $4,991+34.2% | $3,046+119.9% |
| Admin fee / account holder | $176 | $68+157.2% | $5,637-96.9% | $91+94.0% |