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 26 1047 S 100 W SUITE 220 · LOGAN, UT 84321 | Advisory (Participants) | $6,093 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 12 · EIN 20-0937408 | Recordkeeping and information managem... | $2,564 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,372 | $45,035-39.2% | $62,995-56.5% | $70,131-61.0% |
| Participation rate | 97.6% | 69.5%+28.1pp | 74.8%+22.8pp | 69.5%+28.1pp |
| Annual return | 14.07% | 18.76%-4.7pp | 87.57%-73.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $3,975 | $2,051+93.8% | $2,759+44.1% | $2,342+69.7% |
| Participant deferral / active EE | $1,465 | $2,465-40.5% | $3,329-56.0% | $3,332-56.0% |
| Admin fee / account holder | $65 | $2,834-97.7% | $3,600-98.2% | $4,645-98.6% |