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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2 years Service code 28 · EIN 13-4284240 | Investment Management | $50,184 |
Service code 49 · EIN 04-1590850 | Other Services | $35,021 |
MUELLER & CO, LLP2 years Filed as: MUELLER & CO LLP Service code 10 · EIN 36-2658780 | Accounting | $6,400 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 13-5657518 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 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 52-1151266 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,066 | $72,066+4.2% | $81,930-8.4% | $90,288-16.9% |
| Participation rate | 63.1% | 78.9%-15.8pp | 72.0%-8.9pp | 73.4%-10.2pp |
| Annual return | 12.20% | 15.92%-3.7pp | 29.49%-17.3pp | 53.97%-41.8pp |
| Employer contribution / active EE | $1,631 | $2,335-30.1% | $4,310-62.1% | $2,524-35.4% |
| Participant deferral / active EE | $3,353 | $3,557-5.7% | $7,107-52.8% | $4,232-20.8% |
| Admin fee / account holder | $89 | $92-3.5% | $5,158-98.3% | $114-21.8% |