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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $50,474 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $50 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $53,923 | $79,519-32.2% | $95,952-43.8% | $73,409-26.5% |
| Participation rate | 76.2% | 81.2%-5.0pp | 77.1%-0.9pp | 72.2%+4.0pp |
| Annual return | 14.97% | 19.20%-4.2pp | 91.61%-76.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,330 | $2,048-35.1% | $2,541-47.7% | $2,234-40.5% |
| Participant deferral / active EE | $3,003 | $4,138-27.4% | $4,167-27.9% | $3,805-21.1% |
| Admin fee / account holder | $108 | $184-41.5% | $6,795-98.4% | $158-31.7% |