Filed January 21, 2015 (most recent of 3 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 52 · EIN 04-1590850 | Indirect Investment Fees | $51,488 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | 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.1 year 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 | $67,149 | $102,514-34.5% | $97,995-31.5% | $62,292+7.8% |
| Participation rate | 86.3% | 79.5%+6.9pp | 82.4%+4.0pp | 69.5%+16.8pp |
| Annual return | 22.53% | 32.43%-9.9pp | 23.94%-1.4pp | 28.90%-6.4pp |
| Employer contribution / active EE | $3,180 | $3,689-13.8% | $4,158-23.5% | $2,042+55.7% |
| Participant deferral / active EE | $3,983 | $5,308-25.0% | $5,097-21.9% | $3,169+25.7% |
| Admin fee / account holder | $229 | $378-39.5% | $5,943-96.1% | $479-52.3% |