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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 |
|---|---|---|
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $11,300 |
USI CONSULTING GROUP4+ years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $10,982 |
Service code 49 · EIN 04-1590850 | Other Services | $1,265 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,817 | $58,083+32.3% | $80,019-4.0% | $56,287+36.5% |
| Participation rate | 68.9% | 73.6%-4.7pp | 75.8%-6.9pp | 69.9%-0.9pp |
| Annual return | -1.33% | 34.61%-35.9pp | 11.22%-12.6pp | -9.96%+8.6pp |
| Employer contribution / active EE | $3 | $1,932-99.9% | $2,468-99.9% | $2,111-99.9% |
| Participant deferral / active EE | $2,574 | $3,135-17.9% | $3,686-30.2% | $3,350-23.2% |
| Admin fee / account holder | $94 | $623-84.9% | $6,521-98.6% | $521-82.0% |