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 49 · EIN 04-1590850 | Other Services | $6,982 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,629 | $23,224+87.9% | $71,086-38.6% | $55,725-21.7% |
| Participation rate | 83.9% | 37.9%+46.0pp | 54.7%+29.2pp | 70.9%+13.0pp |
| Annual return | -4.47% | -2.87%-1.6pp | 650.59%-655.1pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,954 | $436+347.9% | $1,088+79.6% | $2,078-6.0% |
| Participant deferral / active EE | $2,614 | $929+181.3% | $1,874+39.5% | $3,356-22.1% |
| Admin fee / account holder | $18 | $118-84.8% | $3,082-99.4% | $115-84.5% |