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.2+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $23,189 |
TOWNLAKE CAPITAL MANAGEMENT2+ years Service code 27 · EIN 74-2961140 | Advisory (Plan) | $21,426 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $4,757 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,792 | $52,884-43.7% | $84,750-64.8% | $55,167-46.0% |
| Participation rate | 87.8% | 67.5%+20.3pp | 76.6%+11.2pp | 69.0%+18.8pp |
| Annual return | 7.04% | 18.03%-11.0pp | 22.78%-15.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,862 | $2,644-29.6% | $3,712-49.8% | $3,054-39.0% |
| Admin fee / account holder | $321 | $581-44.8% | $5,332-94.0% | $504-36.4% |