Filed July 16, 2024 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $472,939 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $248,396 |
Filed as: FIDELITY INVESTMENTS INSTL OPER CO. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $126,767 |
NEPC, LLC6 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $120,924 |
Service code 10 · EIN 06-1648707 | Accounting | $68,000 |
SHEPPARD MULLIN2 years Service code 29 · EIN 95-1463164 | Legal | $46,584 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,677 | $101,517+233.6% | $119,258+184.0% | $101,517+233.6% |
| Participation rate | 96.9% | 74.6%+22.4pp | 82.7%+14.2pp | 74.6%+22.4pp |
| Annual return | 13.29% | 21.00%-7.7pp | 30.69%-17.4pp | 21.00%-7.7pp |
| Employer contribution / active EE | $5,959 | $2,973+100.4% | $4,384+35.9% | $2,973+100.4% |
| Participant deferral / active EE | $12,658 | $4,873+159.8% | $6,111+107.1% | $4,873+159.8% |
| Admin fee / account holder | $85 | $139-39.4% | $7,226-98.8% | $139-39.4% |