Filed September 11, 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 8-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $201,281 |
Service code 99 · EIN 39-1039417 | Other Fees | $53,717 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 16 · EIN 36-4001764 | Consulting | $43,128 |
AMERICAN FUNDS3 years Filed as: ADVANCED CAPITAL GROUP Service code 16 50 S. SIXTH STREET · MINNEAPOLIS, MN 55402 | Consulting | $38,743 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,223 | $115,444-0.2% | $65,493+75.9% | $102,872+12.0% |
| Participation rate | 69.4% | 71.2%-1.7pp | 73.1%-3.7pp | 73.0%-3.6pp |
| Annual return | 11.11% | 15.94%-4.8pp | 982.45%-971.3pp | 19.06%-7.9pp |
| Employer contribution / active EE | $2,004 | $3,409-41.2% | $2,574-22.1% | $3,526-43.2% |
| Participant deferral / active EE | $3,690 | $4,118-10.4% | $3,961-6.8% | $5,535-33.3% |
| Admin fee / account holder | $92 | $123-25.4% | $5,028-98.2% | $292-68.6% |