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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $705 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 4810 SPICEWOOD SPRINGS RD · AUSTIN, TX 78759 | Other Services | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,993 | $73,102-54.9% | $123,544-73.3% | $56,287-41.4% |
| Participation rate | 94.0% | 74.3%+19.7pp | 82.3%+11.7pp | 69.9%+24.2pp |
| Annual return | -8.30% | 3.01%-11.3pp | 119.20%-127.5pp | -9.96%+1.7pp |
| Employer contribution / active EE | $1,574 | $2,977-47.1% | $4,628-66.0% | $2,111-25.4% |
| Participant deferral / active EE | $4,148 | $5,423-23.5% | $6,426-35.4% | $3,350+23.8% |
| Admin fee / account holder | $4 | $554-99.2% | $9,284-100.0% | $521-99.2% |