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 4-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 |
|---|---|---|
BLACKROCK4+ years Filed as: BLACKROCK, INC. Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC Service code 28 · EIN 94-3106735 | Investment Management | $0 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DOUBLELINE CAPITAL LP4+ years Service code 28 333 SOUTH GRAND AVENUE · LOS ANGELES, CA 90071 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $0 |
Filed as: GUGGENHEIM PARTNERS INVEST MGMT LLC Service code 28 330 MADISON AVENUE · ROCKVILLE, NY 10017 | Investment Management | $0 |
Filed as: J.P. MORGAN INVEST. MANAGEMENT, INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997632 | Investment Management | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $0 | $33,520-100.0% | $334,201-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.9%-43.9pp | 2.1%-2.1pp |
| Annual return | 0.71% | 7.01%-6.3pp | 9.84%-9.1pp | 7.65%-6.9pp |
| Employer contribution / active EE | $43,846 | $15,137+189.7% | $30,320+44.6% | $20,599+112.9% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,213-100.0% | $193-100.0% |