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 9-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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $26,269 |
Filed as: WOODBURY FIN SVCS INC Service code 53 · EIN 41-0944586 | Insurance Commissions | $11,130 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Filed as: DEUTSCHE FUNDS Service code 52 · EIN 13-3241232 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 48-1112076 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 52-1200960 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,411 | $50,637-22.2% | $86,590-54.5% | $62,292-36.7% |
| Participation rate | 62.3% | 67.9%-5.5pp | 73.5%-11.2pp | 69.5%-7.2pp |
| Annual return | 68.76% | 20.80%+48.0pp | 964.84%-896.1pp | 28.90%+39.9pp |
| Employer contribution / active EE | $883 | $2,075-57.5% | $2,839-68.9% | $2,042-56.8% |
| Participant deferral / active EE | $1,911 | $2,611-26.8% | $3,609-47.0% | $3,169-39.7% |
| Admin fee / account holder | $168 | $413-59.3% | $4,906-96.6% | $479-64.9% |