Filed September 3, 2024 (most recent of 4 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-2647786 | Investment Management | $1,311,263 |
DAVIS WRIGHT TREMAINE10+ years Filed as: DAVIS & GILBERT Service code 29 · EIN 13-1504385 | Legal | $292,560 |
MERCER10+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 16 · EIN 13-2834414 | Consulting | $175,750 |
PKF O'CONNOR DAVIES, LLP10+ years Service code 10 · EIN 27-1728945 | Accounting | $144,900 |
AB FUNDS8 years Filed as: ALLIANCEBERNSTEIN DISCOVERY VALUE F Service code 28 · EIN 06-6505815 | Investment Management | $0 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 19 · EIN 20-4659714 | Securities Custodian | $0 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 19 · EIN 04-3022712 | Securities Custodian | $0 |
PIMCO FUNDS10+ years Service code 28 · EIN 33-0239892 | Investment Management | $0 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE ST. GLOBAL ADVISOR TRUST CO. Service code 19 · EIN 81-4017137 | Securities Custodian | $0 |
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-1184650 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,398 | $128,056-1.3% | $146,958-14.0% | $106,382+18.8% |
| Participation rate | 70.0% | 67.2%+2.8pp | 82.2%-12.1pp | 69.9%+0.2pp |
| Annual return | 18.25% | 17.89%+0.4pp | 418.34%-400.1pp | 17.37%+0.9pp |
| Employer contribution / active EE | $164 | $3,384-95.2% | $4,933-96.7% | $3,364-95.1% |
| Participant deferral / active EE | $8,492 | $7,674+10.7% | $8,070+5.2% | $5,569+52.5% |
| Admin fee / account holder | $54 | $89-38.6% | $12,998-99.6% | $79-31.3% |