Filed November 20, 2018
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $4,595 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
NATIXIS FUNDS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,274 | $69,231+57.8% | $91,989+18.8% | $67,579+61.7% |
| Participation rate | 94.6% | 78.9%+15.7pp | 78.6%+16.0pp | 71.3%+23.3pp |
| Annual return | 25.00% | 32.03%-7.0pp | 69.02%-44.0pp | 378.56%-353.6pp |
| Employer contribution / active EE | $4,168 | $2,284+82.5% | $3,452+20.7% | $2,148+94.0% |
| Participant deferral / active EE | $9,089 | $5,854+55.3% | $5,923+53.5% | $3,539+156.8% |
| Admin fee / account holder | $11 | $107-89.6% | $7,743-99.9% | $142-92.2% |