Filed April 11, 2022
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 9-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 52 · EIN 04-1590850 | Indirect Investment Fees | $40,960 |
BLACKROCK1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,436 | $96,458+15.5% | $136,294-18.2% | $77,958+42.9% |
| Participation rate | 96.6% | 75.4%+21.3pp | 81.9%+14.7pp | 71.6%+25.0pp |
| Annual return | 14.37% | 23.78%-9.4pp | 5155.94%-5141.6pp | 20.87%-6.5pp |
| Employer contribution / active EE | $2,923 | $3,144-7.0% | $4,695-37.8% | $2,310+26.5% |
| Participant deferral / active EE | $6,616 | $5,902+12.1% | $6,247+5.9% | $3,537+87.1% |
| Admin fee / account holder | $7 | $80-91.1% | $9,243-99.9% | $97-92.7% |