Filed June 24, 2015
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 | $159,514 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $29,035 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 51-0106626 | 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 | $121,877 | $79,519+53.3% | $95,952+27.0% | $73,409+66.0% |
| Participation rate | 77.5% | 81.2%-3.6pp | 77.1%+0.5pp | 72.2%+5.4pp |
| Annual return | 24.88% | 19.20%+5.7pp | 91.61%-66.7pp | 59.29%-34.4pp |
| Employer contribution / active EE | $2,184 | $2,048+6.7% | $2,541-14.0% | $2,234-2.2% |
| Participant deferral / active EE | $5,371 | $4,138+29.8% | $4,167+28.9% | $3,805+41.2% |
| Admin fee / account holder | $232 | $184+26.0% | $6,795-96.6% | $158+47.1% |