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 LLC3 years Service code 27 · EIN 13-4284240 | Advisory (Plan) | $54,516 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $42,248 |
MUELLER & CO, LLP3 years Filed as: MUELLER & CO LLP Service code 10 · EIN 36-2658780 | Accounting | $8,000 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON5 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 13-5657518 | Indirect Investment Fees | $0 |
LEGG MASON4 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | 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 | $86,405 | $77,197+11.9% | $86,874-0.5% | $93,030-7.1% |
| Participation rate | 62.3% | 78.2%-15.9pp | 71.6%-9.3pp | 73.9%-11.6pp |
| Annual return | 12.16% | 16.31%-4.2pp | 63.52%-51.4pp | 158.70%-146.5pp |
| Employer contribution / active EE | $1,744 | $2,514-30.6% | $2,495-30.1% | $2,706-35.6% |
| Participant deferral / active EE | $3,642 | $3,831-4.9% | $3,699-1.5% | $4,562-20.2% |
| Admin fee / account holder | $107 | $105+1.6% | $5,828-98.2% | $152-29.7% |