Filed November 5, 2024
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 |
|---|---|---|
COUNTRY TRUST BANK1+ years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $7,935 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
COHEN & STEERS1+ years Filed as: COHEN & STEERS CAPITAL MGMT, INC. Service code 52 280 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
DODGE & COX1+ years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED1+ years Filed as: FEDERATED INVESTORS, INC. Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 52 ONE FRANKLIN PARKWAY · SAN MATEO, CA 944031906 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 605 THIRD AVENUE · NEW YORK, NY 101580180 | Indirect Investment Fees | $0 |
PIMCO FUNDS1+ years Service code 52 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 52 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1+ years Service code 52 100 VANGUARD BLVD · MALVERN, PA 19355 | Indirect Investment Fees | $0 |
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 | $52,384 | $49,025+6.8% | $87,507-40.1% | $62,891-16.7% |
| Participation rate | 89.7% | 64.9%+24.8pp | 73.8%+15.8pp | 69.3%+20.3pp |
| Annual return | 7.57% | 10.02%-2.4pp | 12.21%-4.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,863 | $1,372+35.8% | $2,550-26.9% | $2,281-18.3% |
| Participant deferral / active EE | $4,188 | $2,289+82.9% | $3,149+33.0% | $3,203+30.8% |
| Admin fee / account holder | $297 | $4,065-92.7% | $4,221-93.0% | $4,296-93.1% |