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 14 · EIN 82-1222973 15 W SCENIC POINTE DR. · DRAPER, UT 84020 | Plan Administrator | $19,691 |
BLUESTAR RETIREMENT SERVICES5+ years Service code 13 · EIN 59-3092339 822 A1A N. SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $13,989 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $1,108 |
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 | $17,885 | $69,159-74.1% | $125,175-85.7% | $67,579-73.5% |
| Participation rate | 81.0% | 78.2%+2.8pp | 79.8%+1.2pp | 71.3%+9.7pp |
| Annual return | 25.40% | 27.12%-1.7pp | 43.79%-18.4pp | 378.56%-353.2pp |
| Employer contribution / active EE | $1,304 | $2,023-35.6% | $3,865-66.3% | $2,148-39.3% |
| Participant deferral / active EE | $2,722 | $3,700-26.4% | $4,937-44.9% | $3,539-23.1% |
| Admin fee / account holder | $136 | $142-4.0% | $9,702-98.6% | $142-4.3% |