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 |
|---|---|---|
RETIREMENT HORIZONS INC.1 year Filed as: RETIREMENT HORIZONS, INC Service code 64 · EIN 76-0551734 | Recordkeeping Fees | $0 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $0 |
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 | $45,673 | $49,138-7.1% | $84,015-45.6% | $65,185-29.9% |
| Participation rate | 87.2% | 60.7%+26.5pp | 69.0%+18.2pp | 70.2%+17.0pp |
| Annual return | 20.84% | 23.00%-2.2pp | 71.31%-50.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $897 | $914-1.9% | $1,983-54.8% | $2,177-58.8% |
| Participant deferral / active EE | $3,663 | $2,397+52.8% | $3,239+13.1% | $3,514+4.2% |
| Admin fee / account holder | $1 | $543-99.9% | $6,101-100.0% | $847-99.9% |