Filed September 14, 2023
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 | $10,538 |
ALGER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,944 | $28,416+58.2% | $73,545-38.9% | $69,631-35.5% |
| Participation rate | 86.0% | 38.3%+47.6pp | 54.9%+31.0pp | 70.7%+15.3pp |
| Annual return | 12.22% | -694.13%+706.4pp | -15.16%+27.4pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $1,898 | $430+341.0% | $1,219+55.7% | $2,032-6.6% |
| Participant deferral / active EE | $2,378 | $897+165.0% | $1,806+31.6% | $3,224-26.2% |
| Admin fee / account holder | $27 | $104-73.8% | $2,320-98.8% | $110-75.2% |