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 | $20,803 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
BLACKROCK2 years 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 |
INVESCO3 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,821 | $25,302+85.0% | $74,701-37.3% | $67,579-30.7% |
| Participation rate | 85.8% | 37.8%+48.0pp | 54.5%+31.4pp | 71.3%+14.5pp |
| Annual return | 17.12% | 10291.17%-10274.0pp | 752.92%-735.8pp | 378.56%-361.4pp |
| Employer contribution / active EE | $1,727 | $446+286.8% | $1,084+59.3% | $2,148-19.6% |
| Participant deferral / active EE | $2,202 | $954+130.9% | $1,964+12.2% | $3,539-37.8% |
| Admin fee / account holder | $47 | $108-55.9% | $3,333-98.6% | $142-66.6% |