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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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $50,130 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL INVESTMENTS Service code 52 · EIN 31-1276717 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1416752 | Indirect Investment Fees | $0 |
THE HARTFORD1 year Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $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 | $63,034 | $52,953+19.0% | $172,739-63.5% | $65,185-3.3% |
| Participation rate | 92.4% | 66.2%+26.3pp | 82.6%+9.8pp | 70.2%+22.2pp |
| Annual return | 16.92% | 30.12%-13.2pp | 802.84%-785.9pp | 29.38%-12.5pp |
| Employer contribution / active EE | $1,016 | $2,190-53.6% | $5,143-80.3% | $2,177-53.3% |
| Participant deferral / active EE | $4,012 | $2,471+62.4% | $5,198-22.8% | $3,514+14.2% |
| Admin fee / account holder | $248 | $472-47.4% | $13,954-98.2% | $847-70.7% |