Filed October 10, 2024 (most recent of 8 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 |
|---|---|---|
SEYFARTH SHAW LLP4 years Filed as: SEYFARTH SHAW Service code 99 · EIN 36-2152202 | Other Fees | $92,415 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $30,450 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $27,909 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL TITUS Service code 10 · EIN 13-2781641 | Accounting | $21,000 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $161,051 | $121,719+32.3% | $154,803+4.0% | $140,769+14.4% |
| Participation rate | 94.5% | 76.3%+18.2pp | 78.1%+16.4pp | 74.2%+20.3pp |
| Annual return | 14.03% | 19.22%-5.2pp | 58.88%-44.9pp | 16.82%-2.8pp |
| Employer contribution / active EE | $0 | $2,466-100.0% | $4,305-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $5,540-100.0% | $6,717-100.0% |
| Admin fee / account holder | $13 | $71-82.0% | $14,329-99.9% | $229-94.5% |