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 |
|---|---|---|
Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $56,905 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 P.O. BOX 17748 · DENVER, CO 802170748 | Securities Custodian | $6,589 |
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 | $21,499 | $50,106-57.1% | $70,014-69.3% | $57,658-62.7% |
| Participation rate | 76.8% | 70.9%+6.0pp | 71.8%+5.0pp | 70.2%+6.6pp |
| Annual return | 13.39% | 14.58%-1.2pp | 12.99%+0.4pp | 5.13%+8.3pp |
| Employer contribution / active EE | $1,278 | $1,739-26.6% | $2,338-45.4% | $1,974-35.3% |
| Participant deferral / active EE | $1,668 | $2,486-32.9% | $2,931-43.1% | $3,061-45.5% |
| Admin fee / account holder | $164 | $89+84.3% | $4,380-96.2% | $95+73.9% |