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 | $97,314 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $6,000 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 22-3483675 | 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 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 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 | $141,248 | $88,515+59.6% | $162,163-12.9% | $67,579+109.0% |
| Participation rate | 80.1% | 86.8%-6.7pp | 87.6%-7.5pp | 71.3%+8.8pp |
| Annual return | 28.05% | 27.04%+1.0pp | 115.59%-87.5pp | 378.56%-350.5pp |
| Employer contribution / active EE | $5,465 | $3,563+53.4% | $5,614-2.7% | $2,148+154.4% |
| Participant deferral / active EE | $4,446 | $5,724-22.3% | $7,298-39.1% | $3,539+25.6% |
| Admin fee / account holder | $299 | $124+142.1% | $10,843-97.2% | $142+110.5% |