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 9-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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES1+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $36,163 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $22,421 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,505 | $56,640-79.7% | $80,975-85.8% | $57,658-80.0% |
| Participation rate | 35.3% | 75.9%-40.6pp | 75.8%-40.5pp | 70.2%-34.9pp |
| Annual return | 10.59% | 19.97%-9.4pp | 17.10%-6.5pp | 5.13%+5.5pp |
| Employer contribution / active EE | $353 | $2,085-83.1% | $3,714-90.5% | $1,974-82.1% |
| Participant deferral / active EE | $906 | $4,944-81.7% | $5,696-84.1% | $3,061-70.4% |
| Admin fee / account holder | $181 | $87+108.1% | $5,516-96.7% | $95+91.8% |