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.4+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $2,228 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $330 |
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 | $207,739 | $73,102+184.2% | $123,544+68.1% | $56,287+269.1% |
| Participation rate | 97.4% | 74.3%+23.1pp | 82.3%+15.1pp | 69.9%+27.5pp |
| Annual return | -6.83% | 3.01%-9.8pp | 119.20%-126.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $8,838 | $2,977+196.9% | $4,628+91.0% | $2,111+318.7% |
| Participant deferral / active EE | $9,166 | $5,423+69.0% | $6,426+42.7% | $3,350+173.6% |
| Admin fee / account holder | $16 | $554-97.1% | $9,284-99.8% | $521-96.9% |