Filed December 27, 2024
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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.
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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: STEWARD PARTNERS HOLDING LLC DBA ST Service code 27 140 E 45TH ST 36TH FL · NEW YORK, NY 10017 | Advisory (Plan) | $30,000 |
Filed as: STEWARD PARTNERS INVESTMENT ADVISOR Service code 27 140 EAST 45TH ST · NEW YORK, NY 10017 | Advisory (Plan) | $30,000 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,031 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage | $960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,028 | $106,028+125.4% | $146,958+62.7% | $77,643+207.9% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 13.87% | 56.73%-42.9pp | 418.34%-404.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $8,440 | $4,063+107.7% | $4,933+71.1% | $2,726+209.6% |
| Participant deferral / active EE | $10,826 | $7,990+35.5% | $8,070+34.2% | $4,647+133.0% |
| Admin fee / account holder | $143 | $337-57.8% | $12,998-98.9% | $430-66.9% |