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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $9,906 |
TOWNLAKE CAPITAL MANAGEMENT3+ years Service code 27 · EIN 74-2961140 | Advisory (Plan) | $5,735 |
RETIREMENT HORIZONS INC.1 year Filed as: RETIREMENT HORIZONS, INC. Service code 15 · EIN 76-0551734 | Recordkeeping | $4,803 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $2,710 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,602 | $58,726-32.6% | $92,233-57.1% | $62,292-36.4% |
| Participation rate | 97.3% | 68.3%+29.0pp | 76.5%+20.8pp | 69.5%+27.8pp |
| Annual return | 16.46% | 43.62%-27.2pp | 176.28%-159.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $7,612 | $2,392+218.3% | $3,679+106.9% | $2,042+272.7% |
| Participant deferral / active EE | $2,253 | $2,766-18.5% | $3,897-42.2% | $3,169-28.9% |
| Admin fee / account holder | $139 | $556-75.1% | $5,194-97.3% | $479-71.1% |