Filed December 15, 2022 (most recent of 5 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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $66,203 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-6039283 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $116,772 | $80,005+46.0% | $140,016-16.6% | $55,725+109.6% |
| Participation rate | 76.1% | 87.0%-10.9pp | 87.5%-11.4pp | 70.9%+5.2pp |
| Annual return | -0.84% | 0.46%-1.3pp | 651.12%-652.0pp | 244.93%-245.8pp |
| Employer contribution / active EE | $4,992 | $3,403+46.7% | $5,606-11.0% | $2,078+140.2% |
| Participant deferral / active EE | $4,043 | $5,264-23.2% | $6,927-41.6% | $3,356+20.5% |
| Admin fee / account holder | $228 | $116+97.0% | $10,705-97.9% | $115+97.9% |