Filed November 11, 2019
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 | $39,754 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $23,338 |
Service code 12 · EIN 13-3686044 | Shareholder servicing fees; Participa... | $40 |
Service code 52 | Indirect Investment Fees | $29 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
COHEN & STEERS1 year Service code 52 · EIN 01-3335336 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 84-0512589 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | 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 | $61,393 | $55,453+10.7% | $170,442-64.0% | $62,292-1.4% |
| Participation rate | 86.3% | 66.4%+19.9pp | 83.6%+2.7pp | 69.5%+16.8pp |
| Annual return | 15.23% | 21.38%-6.1pp | 205.93%-190.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,420 | $2,164-34.4% | $5,433-73.9% | $2,042-30.5% |
| Participant deferral / active EE | $2,461 | $2,303+6.9% | $4,939-50.2% | $3,169-22.4% |
| Admin fee / account holder | $174 | $455-61.9% | $13,880-98.7% | $479-63.8% |