Filed September 7, 2021 (most recent of 4 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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $45,008 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
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 | $239,224 | $66,124+261.8% | $90,404+164.6% | $73,488+225.5% |
| Participation rate | 99.4% | 69.7%+29.7pp | 72.7%+26.7pp | 70.7%+28.7pp |
| Annual return | 17.88% | 17.65%+0.2pp | 1293.02%-1275.1pp | 28.51%-10.6pp |
| Employer contribution / active EE | $7,708 | $2,346+228.5% | $3,262+136.3% | $2,270+239.6% |
| Participant deferral / active EE | $12,942 | $3,039+325.9% | $3,963+226.5% | $3,740+246.1% |
| Admin fee / account holder | $172 | $396-56.6% | $5,611-96.9% | $513-66.5% |