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 | $55,671 |
Filed as: SAGEVIEW Service code 52 · EIN 33-0818667 | Indirect Investment Fees | $22,500 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
ALTA TRUST1 year Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
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 | $80,953 | $103,685-21.9% | $105,387-23.2% | $65,185+24.2% |
| Participation rate | 92.0% | 83.2%+8.8pp | 82.6%+9.5pp | 70.2%+21.8pp |
| Annual return | 24.63% | 23.88%+0.8pp | 26.82%-2.2pp | 29.38%-4.7pp |
| Employer contribution / active EE | $6,183 | $3,842+61.0% | $4,213+46.8% | $2,177+184.1% |
| Participant deferral / active EE | $5,472 | $5,634-2.9% | $5,502-0.5% | $3,514+55.7% |
| Admin fee / account holder | $222 | $399-44.4% | $6,559-96.6% | $847-73.8% |