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 |
|---|---|---|
PARKWAY ADVISORS, LP3+ years Service code 27 · EIN 75-2930899 | Advisory (Plan) | $42,699 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $19,657 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $477 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,776 | $89,739-20.0% | $149,718-52.1% | $62,292+15.2% |
| Participation rate | 87.4% | 85.1%+2.3pp | 87.1%+0.3pp | 69.5%+17.9pp |
| Annual return | 19.51% | 21.01%-1.5pp | 1501.63%-1482.1pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,738 | $3,233-46.2% | $5,445-68.1% | $2,042-14.9% |
| Participant deferral / active EE | $4,573 | $4,797-4.7% | $6,569-30.4% | $3,169+44.3% |
| Admin fee / account holder | $292 | $551-47.0% | $11,283-97.4% | $479-39.0% |