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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMUNDI PIONEER ASSET MANAGEMENT2 years Filed as: AMUNDI ASSET MANAGEMENT US, INC. Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
EATON VANCE2 years Filed as: EATON VANCE GLOBAL INCOME BUILDER A Service code 28 | Investment Management | $0 |
EATON VANCE2 years Filed as: EATON VANCE MANAGEMENT Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $0 |
FEDERATED3 years Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | Investment Management | $0 |
INVESCO2 years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 76-0528004 | Investment Management | $0 |
INVESCO2 years Filed as: INVESCO CORE BOND R6 Service code 28 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,153 | $104,475-10.8% | $159,436-41.6% | $79,386+17.3% |
| Participation rate | 91.0% | 76.6%+14.3pp | 82.8%+8.1pp | 70.7%+20.3pp |
| Annual return | 14.28% | 67.95%-53.7pp | 263.57%-249.3pp | 116.85%-102.6pp |
| Employer contribution / active EE | $536 | $3,417-84.3% | $4,829-88.9% | $2,427-77.9% |
| Participant deferral / active EE | $9,553 | $6,467+47.7% | $7,352+29.9% | $4,046+136.1% |
| Admin fee / account holder | $303 | $711-57.4% | $10,799-97.2% | $626-51.6% |