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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.
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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 | $68,887 |
Service code 16 · EIN 20-8874282 | Consulting | $15,684 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,558 | $79,519-1.2% | $95,952-18.1% | $73,409+7.0% |
| Participation rate | 41.1% | 81.2%-40.1pp | 77.1%-36.0pp | 72.2%-31.1pp |
| Annual return | 16.91% | 19.20%-2.3pp | 91.61%-74.7pp | 59.29%-42.4pp |
| Employer contribution / active EE | $603 | $2,048-70.5% | $2,541-76.3% | $2,234-73.0% |
| Participant deferral / active EE | $1,221 | $4,138-70.5% | $4,167-70.7% | $3,805-67.9% |
| Admin fee / account holder | $317 | $184+71.9% | $6,795-95.3% | $158+100.6% |