Filed February 11, 2022 (most recent of 4 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $98,022 |
ALGER4 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
VICTORY4 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,654 | $136,307-26.9% | $177,821-44.0% | $73,488+35.6% |
| Participation rate | 82.6% | 86.1%-3.5pp | 87.7%-5.2pp | 70.7%+11.9pp |
| Annual return | 17.33% | 18.68%-1.3pp | 48.32%-31.0pp | 28.51%-11.2pp |
| Employer contribution / active EE | $3,720 | $3,712+0.2% | $5,918-37.1% | $2,270+63.9% |
| Participant deferral / active EE | $4,048 | $5,829-30.6% | $7,714-47.5% | $3,740+8.2% |
| Admin fee / account holder | $346 | $596-41.8% | $12,427-97.2% | $513-32.5% |