Filed October 18, 2022 (most recent of 2 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 | $42,921 |
Service code 27 · EIN 13-4284240 | Advisory (Plan) | $34,950 |
INDEPENDENT FINANCIAL PARTNERS5+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $17,362 |
MUELLER & CO, LLP1 year Filed as: MUELLER & CO LLP Service code 10 · EIN 36-2658780 | Accounting | $7,800 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-5657518 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,455 | $65,708-1.9% | $76,817-16.1% | $77,787-17.1% |
| Participation rate | 62.8% | 79.0%-16.2pp | 72.1%-9.3pp | 73.2%-10.4pp |
| Annual return | 20.62% | 49.86%-29.2pp | 1166.11%-1145.5pp | 32.57%-12.0pp |
| Employer contribution / active EE | $1,486 | $2,167-31.4% | $2,302-35.4% | $2,504-40.7% |
| Participant deferral / active EE | $3,041 | $3,254-6.5% | $3,336-8.8% | $3,967-23.3% |
| Admin fee / account holder | $103 | $91+13.5% | $6,420-98.4% | $100+3.0% |