See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
INSPERITY RETIREMENT SERVICES6+ years Service code 13 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Contract Administrator | $241,441 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 20 GLOVER AVENUE · NORWALK, CT 06850 | Advisory (Plan) | $120,000 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 25-1926855 240 GREENWICH STREET · NEW YORK, NY 10286 | Securities Custodian | $88,476 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 200 PLAZA DRIVE · SECAUCUS, NJ 07094 | Accounting | $42,135 |
PRONVEST6+ years Service code 26 · EIN 62-1823351 1203 CARTER STREET · CHATTANOOGA, TN 37042 | Advisory (Participants) | $26,767 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE RETIREMENT SERVICES Service code 33 · EIN 47-0533639 P.O. BOX 2226 · OMAHA, NE 68103 | Securities brokerage; Securities brok... | $1,085 |
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 | $97,856 | $127,481-23.2% | $149,696-34.6% | $90,288+8.4% |
| Participation rate | 83.5% | 78.2%+5.2pp | 82.5%+1.0pp | 73.4%+10.1pp |
| Annual return | 15.78% | 57.78%-42.0pp | 276.60%-260.8pp | 53.97%-38.2pp |
| Employer contribution / active EE | $3,634 | $3,448+5.4% | $4,644-21.7% | $2,524+44.0% |
| Participant deferral / active EE | $6,439 | $6,975-7.7% | $6,842-5.9% | $4,232+52.1% |
| Admin fee / account holder | $117 | $152-22.9% | $9,309-98.7% | $114+2.5% |