See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $240,663 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 50 · EIN 34-6565596 | Direct Payment | $22,400 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $11,039 |
VAN IWAARDEN ASSOCIATES1 year Service code 50 · EIN 41-1894458 | Direct Payment | $7,603 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $238 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
HARBOR2 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
MERIDIAN2 years Service code 52 · EIN 68-0024203 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,790 | $65,708-47.1% | $76,817-54.7% | $77,787-55.3% |
| Participation rate | 99.1% | 79.0%+20.1pp | 72.1%+27.0pp | 73.2%+25.9pp |
| Annual return | 9.26% | 49.86%-40.6pp | 1166.11%-1156.9pp | 32.57%-23.3pp |
| Employer contribution / active EE | $1,382 | $2,167-36.2% | $2,302-40.0% | $2,504-44.8% |
| Participant deferral / active EE | $2,210 | $3,254-32.1% | $3,336-33.8% | $3,967-44.3% |
| Admin fee / account holder | $87 | $91-3.8% | $6,420-98.6% | $100-12.7% |