Filed September 22, 2023 (most recent of 2 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 |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $77,252 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,022 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSE COOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $39,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$164,882 |
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 | $137,546 | $74,498+84.6% | $94,224+46.0% | $59,188+132.4% |
| Participation rate | 92.2% | 76.8%+15.4pp | 78.8%+13.4pp | 69.4%+22.8pp |
| Annual return | 1.03% | 2.76%-1.7pp | 10.68%-9.7pp | 5.51%-4.5pp |
| Employer contribution / active EE | $2,963 | $2,077+42.6% | $3,587-17.4% | $2,098+41.2% |
| Participant deferral / active EE | $6,757 | $3,433+96.8% | $4,320+56.4% | $3,265+107.0% |
| Admin fee / account holder | -$9 | $103-108.4% | $6,269-100.1% | $92-109.4% |